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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 | $12,552 | $54,380-76.9% | $68,509-81.7% | $59,633-79.0% |
| Participation rate | 95.5% | 70.2%+25.3pp | 74.7%+20.7pp | 68.7%+26.8pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,892 | $1,539+23.0% | $2,278-16.9% | $2,203-14.1% |
| Participant deferral / active EE | $4,392 | $2,643+66.1% | $3,382+29.8% | $3,192+37.6% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |