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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 | $9,918 | $53,837-81.6% | $75,714-86.9% | $85,847-88.4% |
| Participation rate | 97.4% | 69.1%+28.3pp | 74.8%+22.5pp | 69.3%+28.0pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.62%-104.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,015 | $2,017-0.1% | $2,744-26.6% | $2,565-21.5% |
| Participant deferral / active EE | $4,242 | $2,895+46.5% | $3,820+11.0% | $3,952+7.3% |
| Admin fee / account holder | $64 | $3,339-98.1% | $3,619-98.2% | $6,261-99.0% |