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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 | $11,125 | $72,177-84.6% | $115,037-90.3% | $59,632-81.3% |
| Participation rate | 90.6% | 72.6%+18.1pp | 81.4%+9.3pp | 68.7%+22.0pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $498 | $2,841-82.5% | $4,608-89.2% | $2,203-77.4% |
| Participant deferral / active EE | $9,504 | $4,783+98.7% | $6,026+57.7% | $3,192+197.8% |
| Admin fee / account holder | $251 | $4,927-94.9% | $8,175-96.9% | $4,297-94.2% |