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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 | $10,358 | $99,652-89.6% | $78,778-86.9% | $147,586-93.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $8,920 | $2,796+219.1% | $1,986+349.2% | $4,876+82.9% |
| Participant deferral / active EE | $2,154 | $3,664-41.2% | $2,958-27.2% | $5,439-60.4% |
| Admin fee / account holder | $183 | $7,155-97.4% | $5,134-96.4% | $10,886-98.3% |