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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 | $5,792 | $77,707-92.5% | $70,160-91.7% | $139,487-95.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 19.30%-19.3pp | 19.08%-19.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,031 | $4,986-59.3% | $4,285-52.6% | $4,755-57.3% |
| Participant deferral / active EE | $3,263 | $6,443-49.4% | $5,394-39.5% | $6,713-51.4% |
| Admin fee / account holder | $0 | $5,397-100.0% | $4,582-100.0% | $11,407-100.0% |