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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 | $13,091 | $92,219-85.8% | $76,767-82.9% | $135,380-90.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,500 | $3,216+39.9% | $2,485+81.1% | $4,779-5.8% |
| Participant deferral / active EE | $10,125 | $4,508+124.6% | $3,852+162.9% | $5,609+80.5% |
| Admin fee / account holder | $25 | $10,749-99.8% | $6,675-99.6% | $10,828-99.8% |