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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 | $2,111 | $69,252-97.0% | $64,099-96.7% | $139,456-98.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 45.89%-45.9pp | 33.70%-33.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $939 | $3,184-70.5% | $2,748-65.8% | $4,753-80.2% |
| Participant deferral / active EE | $1,468 | $4,683-68.7% | $3,881-62.2% | $6,711-78.1% |
| Admin fee / account holder | $173 | $4,248-95.9% | $3,070-94.4% | $11,407-98.5% |