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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 | $10,485 | $49,249-78.7% | $70,476-85.1% | $79,852-86.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $3,015 | $2,100+43.5% | $2,738+10.1% | $2,471+22.0% |
| Participant deferral / active EE | $7,955 | $2,769+187.3% | $3,710+114.4% | $3,740+112.7% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |