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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 | $11,518 | $57,352-79.9% | $83,830-86.3% | $64,173-82.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,146 | $2,546-15.7% | $3,631-40.9% | $2,381-9.8% |
| Participant deferral / active EE | $4,345 | $2,993+45.2% | $4,082+6.4% | $3,470+25.2% |
| Admin fee / account holder | $179 | $4,046-95.6% | $5,479-96.7% | $4,887-96.3% |