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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 | $8,154 | $211,946-96.2% | $169,452-95.2% | $135,380-94.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,969 | $5,117-42.0% | $4,157-28.6% | $4,779-37.9% |
| Participant deferral / active EE | $5,919 | $6,075-2.6% | $5,277+12.2% | $5,609+5.5% |
| Admin fee / account holder | $121 | $11,472-98.9% | $9,110-98.7% | $10,828-98.9% |