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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 | $5,296 | $86,288-93.9% | $111,306-95.2% | $85,851-93.8% |
| Participation rate | 98.1% | 73.3%+24.7pp | 77.3%+20.8pp | 69.3%+28.8pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $2,733 | $2,044+33.7% | $2,7320% | $2,565+6.5% |
| Participant deferral / active EE | $3,010 | $3,641-17.3% | $4,488-32.9% | $3,952-23.8% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |