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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 | $9,886 | $118,877-91.7% | $96,570-89.8% | $167,536-94.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,053 | $3,121-2.2% | $2,357+29.5% | $4,839-36.9% |
| Participant deferral / active EE | $6,464 | $4,617+40.0% | $3,849+67.9% | $6,342+1.9% |
| Admin fee / account holder | $98 | $8,069-98.8% | $6,182-98.4% | $12,315-99.2% |