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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 | $16,964 | $154,159-89.0% | $130,026-87.0% | $139,456-87.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.50%-32.5pp | -137.26%+137.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,892 | $5,292-26.5% | $4,321-9.9% | $4,753-18.1% |
| Participant deferral / active EE | $4,961 | $6,710-26.1% | $5,821-14.8% | $6,711-26.1% |
| Admin fee / account holder | $13 | $14,001-99.9% | $10,608-99.9% | $11,407-99.9% |