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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 | $7,906 | $78,707-90.0% | $117,861-93.3% | $70,126-88.7% |
| Participation rate | 73.5% | 73.2%+0.3pp | 79.7%-6.1pp | 69.5%+4.0pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,296 | $2,223-41.7% | $3,786-65.8% | $2,343-44.7% |
| Participant deferral / active EE | $2,468 | $3,297-25.1% | $4,482-44.9% | $3,332-25.9% |
| Admin fee / account holder | $5 | $5,066-99.9% | $8,021-99.9% | $4,645-99.9% |