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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 | $4,893 | $48,053-89.8% | $84,637-94.2% | $72,976-93.3% |
| Participation rate | 88.9% | 57.6%+31.3pp | 68.2%+20.7pp | 69.5%+19.4pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.82%-258.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,500 | $1,602-6.4% | $2,653-43.5% | $2,440-38.5% |
| Participant deferral / active EE | $2,568 | $2,681-4.2% | $3,900-34.2% | $3,608-28.8% |
| Admin fee / account holder | $60 | $3,395-98.2% | $4,914-98.8% | $5,124-98.8% |