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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 | $1,697 | $67,352-97.5% | $60,899-97.2% | $134,509-98.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.99%-50.0pp | 16.92%-16.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $893 | $3,098-71.2% | $2,702-67.0% | $4,741-81.2% |
| Participant deferral / active EE | $940 | $4,539-79.3% | $3,817-75.4% | $6,400-85.3% |
| Admin fee / account holder | $118 | $4,585-97.4% | $3,225-96.3% | $11,427-99.0% |