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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 | $3,923 | $190,862-97.9% | $159,991-97.5% | $134,509-97.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,094 | $4,995-58.1% | $4,225-50.4% | $4,741-55.8% |
| Participant deferral / active EE | $3,772 | $6,924-45.5% | $6,183-39.0% | $6,400-41.1% |
| Admin fee / account holder | $285 | $10,495-97.3% | $8,715-96.7% | $11,427-97.5% |