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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 | $6,648 | $78,428-91.5% | $95,960-93.1% | $79,852-91.7% |
| Participation rate | 91.9% | 73.5%+18.4pp | 77.1%+14.8pp | 69.6%+22.3pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,938 | $1,945-0.4% | $2,541-23.8% | $2,471-21.6% |
| Participant deferral / active EE | $3,499 | $3,440+1.7% | $4,167-16.0% | $3,740-6.4% |
| Admin fee / account holder | $269 | $5,622-95.2% | $6,797-96.0% | $5,306-94.9% |