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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 | $9,479 | $162,785-94.2% | $133,959-92.9% | $158,950-94.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,555 | $4,975-48.7% | $3,919-34.8% | $4,762-46.4% |
| Participant deferral / active EE | $7,852 | $5,910+32.9% | $5,047+55.6% | $5,983+31.2% |
| Admin fee / account holder | $14 | $11,738-99.9% | $8,928-99.8% | $11,248-99.9% |