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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 | $12,093 | $105,861-88.6% | $90,756-86.7% | $134,509-91.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.13%-418.1pp |
| Employer contribution / active EE | $7,756 | $3,463+123.9% | $2,922+165.5% | $4,741+63.6% |
| Participant deferral / active EE | $13,462 | $5,217+158.0% | $4,565+194.9% | $6,400+110.3% |
| Admin fee / account holder | $13 | $13,938-99.9% | $8,445-99.8% | $11,427-99.9% |