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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 | $2,184 | $103,008-97.9% | $90,304-97.6% | $152,897-98.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.15% | 95.22%-69.1pp | 78.13%-52.0pp | 345.43%-319.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,331 | $4,281-68.9% | $3,885-65.7% | $5,851-77.2% |
| Admin fee / account holder | $151 | $6,175-97.6% | $5,354-97.2% | $11,599-98.7% |