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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 | $3,138 | $98,240-96.8% | $82,312-96.2% | $147,586-97.9% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,165 | $3,192-63.5% | $2,428-52.0% | $4,876-76.1% |
| Participant deferral / active EE | $1,538 | $4,383-64.9% | $3,706-58.5% | $5,439-71.7% |
| Admin fee / account holder | $114 | $8,563-98.7% | $5,608-98.0% | $10,886-99.0% |