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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 | $5,311 | $135,956-96.1% | $123,894-95.7% | $273,972-98.1% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,949 | $5,170-62.3% | $4,617-57.8% | $4,869-60.0% |
| Participant deferral / active EE | $2,061 | $6,343-67.5% | $5,984-65.6% | $5,287-61.0% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |