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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 | $8,866 | $135,956-93.5% | $123,894-92.8% | $273,970-96.8% |
| Participation rate | 79.2% | 84.1%-4.9pp | 81.4%-2.2pp | 83.0%-3.8pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,609 | $5,170-10.9% | $4,617-0.2% | $4,869-5.3% |
| Participant deferral / active EE | $3,857 | $6,343-39.2% | $5,984-35.5% | $5,287-27.0% |
| Admin fee / account holder | $215 | $9,817-97.8% | $8,357-97.4% | $10,132-97.9% |