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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 | $5,201 | $67,352-92.3% | $60,899-91.5% | $134,509-96.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | 0.00% | 49.99%-50.0pp | 16.92%-16.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,700 | $3,098-12.8% | $2,702-0.1% | $4,741-43.0% |
| Participant deferral / active EE | $2,700 | $4,539-40.5% | $3,817-29.3% | $6,400-57.8% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |