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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 | $9,076 | $100,901-91.0% | $75,501-88.0% | $147,586-93.9% |
| Participation rate | 92.3% | 77.1%+15.2pp | 72.4%+19.9pp | 82.8%+9.5pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,938 | $3,253-9.7% | $2,352+24.9% | $4,876-39.8% |
| Participant deferral / active EE | $4,847 | $4,027+20.4% | $3,142+54.2% | $5,439-10.9% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |