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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 | $4,301 | $110,379-96.1% | $102,412-95.8% | $145,884-97.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,011 | $4,216-52.3% | $3,870-48.0% | $4,662-56.9% |
| Participant deferral / active EE | $2,249 | $5,622-60.0% | $5,060-55.6% | $6,690-66.4% |
| Admin fee / account holder | $49 | $9,745-99.5% | $8,388-99.4% | $13,392-99.6% |