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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,994 | $114,073-93.9% | $96,161-92.7% | $167,518-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.00% | 189.95%-177.9pp | 192.01%-180.0pp | 478.71%-466.7pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,789 | $5,195-65.6% | $4,349-58.9% | $6,342-71.8% |
| Admin fee / account holder | $24 | $6,899-99.7% | $5,538-99.6% | $12,312-99.8% |