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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 | $12,580 | $91,559-86.3% | $133,971-90.6% | $79,852-84.2% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.6pp | 69.6%+19.8pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $3,694 | $2,384+55.0% | $3,919-5.7% | $2,471+49.5% |
| Participant deferral / active EE | $6,905 | $3,734+84.9% | $5,047+36.8% | $3,740+84.6% |
| Admin fee / account holder | $194 | $6,321-96.9% | $8,929-97.8% | $5,306-96.3% |