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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 | $9,695 | $72,177-86.6% | $115,038-91.6% | $59,633-83.7% |
| Participation rate | 73.5% | 72.6%+0.9pp | 81.4%-7.9pp | 68.7%+4.8pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,899 | $2,841-33.2% | $4,608-58.8% | $2,203-13.8% |
| Participant deferral / active EE | $4,479 | $4,783-6.4% | $6,026-25.7% | $3,192+40.3% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |