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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 | $3,647 | $100,895-96.4% | $90,430-96.0% | $158,950-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.55% | 1725.54%-1698.0pp | 1293.73%-1266.2pp | 302.91%-275.4pp |
| Employer contribution / active EE | $889 | $3,689-75.9% | $3,262-72.8% | $4,762-81.3% |
| Participant deferral / active EE | $2,178 | $4,347-49.9% | $3,963-45.0% | $5,983-63.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |