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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 | $2,848 | $115,866-97.5% | $65,328-95.6% | $139,456-98.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 32.79% | 31.21%+1.6pp | 47.39%-14.6pp | 373.45%-340.7pp |
| Employer contribution / active EE | $695 | $2,600-73.3% | $1,692-58.9% | $4,753-85.4% |
| Participant deferral / active EE | $695 | $4,242-83.6% | $2,832-75.5% | $6,711-89.6% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |