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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 | $7,770 | $202,440-96.2% | $169,390-95.4% | $139,466-94.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,411 | $4,693-48.6% | $4,013-39.9% | $4,754-49.3% |
| Participant deferral / active EE | $4,111 | $6,940-40.8% | $6,222-33.9% | $6,712-38.8% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |