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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 | $3,533 | $108,685-96.7% | $74,719-95.3% | $152,885-97.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 40.12% | 114.09%-74.0pp | 753.05%-712.9pp | 345.39%-305.3pp |
| Employer contribution / active EE | $765 | $1,504-49.2% | $1,084-29.5% | $4,763-83.9% |
| Participant deferral / active EE | $988 | $2,712-63.6% | $1,963-49.7% | $5,851-83.1% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |