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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 | $10,463 | $49,177-78.7% | $79,466-86.8% | $64,173-83.7% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.28%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,859 | $2,076+85.9% | $2,800+37.8% | $2,381+62.1% |
| Participant deferral / active EE | $5,987 | $2,821+112.2% | $3,704+61.6% | $3,470+72.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |