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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 | $6,786 | $227,566-97.0% | $189,558-96.4% | $167,518-95.9% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.5%+7.3pp | 82.1%+3.6pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,660 | $5,316-68.8% | $4,412-62.4% | $4,838-65.7% |
| Participant deferral / active EE | $4,006 | $7,002-42.8% | $6,174-35.1% | $6,342-36.8% |
| Admin fee / account holder | $37 | $11,881-99.7% | $9,809-99.6% | $12,312-99.7% |