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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 | $10,612 | $89,370-88.1% | $141,197-92.5% | $72,976-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,239 | $3,115+4.0% | $4,736-31.6% | $2,440+32.8% |
| Participant deferral / active EE | $7,466 | $5,419+37.8% | $6,710+11.3% | $3,608+106.9% |
| Admin fee / account holder | $31 | $5,957-99.5% | $10,265-99.7% | $5,124-99.4% |