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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 | $4,091 | $110,240-96.3% | $96,544-95.8% | $139,487-97.1% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 0.00% | 26.41%-26.4pp | 25.88%-25.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,204 | $3,622-66.7% | $2,966-59.4% | $4,755-74.7% |
| Participant deferral / active EE | $3,070 | $5,549-44.7% | $4,851-36.7% | $6,713-54.3% |
| Admin fee / account holder | $289 | $11,602-97.5% | $8,254-96.5% | $11,407-97.5% |