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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 | $4,254 | $48,314-91.2% | $67,561-93.7% | $80,925-94.7% |
| Participation rate | 94.3% | 66.4%+27.9pp | 72.9%+21.4pp | 67.7%+26.6pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3525.44%-3525.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,587 | $2,022-21.5% | $2,735-42.0% | $2,756-42.4% |
| Participant deferral / active EE | $2,566 | $2,927-12.3% | $4,003-35.9% | $4,299-40.3% |
| Admin fee / account holder | $12 | $3,690-99.7% | $4,006-99.7% | $6,940-99.8% |