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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 | $3,358 | $39,028-91.4% | $80,741-95.8% | $85,847-96.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $5,155 | $722+613.7% | $1,160+344.3% | $2,565+100.9% |
| Participant deferral / active EE | $1,343 | $1,326+1.3% | $2,145-37.4% | $3,952-66.0% |
| Admin fee / account holder | $27 | $2,429-98.9% | $3,380-99.2% | $6,261-99.6% |