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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 | $26,497 | $160,059-83.4% | $140,019-81.1% | $135,379-80.4% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,888 | $6,420-70.6% | $5,605-66.3% | $4,779-60.5% |
| Participant deferral / active EE | $3,281 | $7,641-57.1% | $6,927-52.6% | $5,609-41.5% |
| Admin fee / account holder | $245 | $13,328-98.2% | $10,705-97.7% | $10,828-97.7% |