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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 | $8,541 | $116,203-92.6% | $93,621-90.9% | $152,909-94.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,057 | $3,219-36.1% | $2,719-24.4% | $4,764-56.8% |
| Participant deferral / active EE | $5,835 | $4,605+26.7% | $4,070+43.4% | $5,851-0.3% |
| Admin fee / account holder | $24 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |