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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 | $12,633 | $129,737-90.3% | $119,126-89.4% | $154,746-91.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $4,107 | $4,375-6.1% | $4,034+1.8% | $4,379-6.2% |
| Participant deferral / active EE | $6,300 | $5,842+7.8% | $5,318+18.5% | $6,730-6.4% |
| Admin fee / account holder | $30 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |