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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 | $6,507 | $127,273-94.9% | $109,895-94.1% | $167,518-96.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $625 | $3,324-81.2% | $2,843-78.0% | $4,838-87.1% |
| Participant deferral / active EE | $5,525 | $4,515+22.4% | $4,049+36.5% | $6,342-12.9% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |