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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 | $3,241 | $77,638-95.8% | $156,551-97.9% | $62,881-94.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $473 | $3,444-86.3% | $5,501-91.4% | $2,281-79.2% |
| Participant deferral / active EE | $2,106 | $3,046-30.9% | $4,871-56.8% | $3,203-34.3% |
| Admin fee / account holder | $184 | $5,561-96.7% | $13,028-98.6% | $4,296-95.7% |