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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 | $6,205 | $103,392-94.0% | $87,104-92.9% | $152,897-95.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,433 | $3,221-55.5% | $2,521-43.2% | $4,764-69.9% |
| Participant deferral / active EE | $3,709 | $4,778-22.4% | $4,048-8.4% | $5,851-36.6% |
| Admin fee / account holder | $11 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |