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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 | $6,170 | $135,956-95.5% | $123,894-95.0% | $273,972-97.7% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $973 | $5,170-81.2% | $4,617-78.9% | $4,869-80.0% |
| Participant deferral / active EE | $3,805 | $6,343-40.0% | $5,984-36.4% | $5,287-28.0% |
| Admin fee / account holder | $27 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |