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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 | $6,726 | $108,695-93.8% | $74,722-91.0% | $152,897-95.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 8.39% | 114.11%-105.7pp | 753.11%-744.7pp | 345.43%-337.0pp |
| Employer contribution / active EE | $1,499 | $1,504-0.4% | $1,084+38.2% | $4,764-68.5% |
| Participant deferral / active EE | $4,671 | $2,712+72.2% | $1,963+137.9% | $5,851-20.2% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |