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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 | $17,642 | $112,935-84.4% | $90,970-80.6% | $158,966-88.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,363 | $2,895-52.9% | $2,122-35.8% | $4,762-71.4% |
| Participant deferral / active EE | $13,850 | $4,129+235.4% | $3,373+310.6% | $5,983+131.5% |
| Admin fee / account holder | $24 | $8,045-99.7% | $5,960-99.6% | $11,250-99.8% |