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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 | $12,217 | $165,381-92.6% | $149,730-91.8% | $158,966-92.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,824 | $5,104-44.7% | $4,645-39.2% | $4,762-40.7% |
| Participant deferral / active EE | $4,923 | $7,182-31.5% | $6,843-28.1% | $5,983-17.7% |
| Admin fee / account holder | $32 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |