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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 | $11,704 | $190,916-93.9% | $160,037-92.7% | $134,545-91.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,107 | $4,996-77.8% | $4,226-73.8% | $4,742-76.6% |
| Participant deferral / active EE | $5,264 | $6,925-24.0% | $6,184-14.9% | $6,401-17.8% |
| Admin fee / account holder | $2 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |