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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 | $8,318 | $106,918-92.2% | $84,021-90.1% | $152,897-94.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,243 | $2,735+18.6% | $1,984+63.5% | $4,764-31.9% |
| Participant deferral / active EE | $4,271 | $4,012+6.4% | $3,239+31.9% | $5,851-27.0% |
| Admin fee / account holder | $62 | $8,288-99.3% | $6,102-99.0% | $11,599-99.5% |