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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 | $8,019 | $111,785-92.8% | $93,669-91.4% | $145,877-94.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.48% | 203.79%-188.3pp | 133.59%-118.1pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,334 | $3,096-56.9% | $2,424-44.9% | $4,663-71.4% |
| Participant deferral / active EE | $2,394 | $4,919-51.3% | $4,416-45.8% | $6,691-64.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |