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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 | $12,653 | $77,817-83.7% | $123,553-89.8% | $64,173-80.3% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,957 | $3,014-1.9% | $4,628-36.1% | $2,381+24.2% |
| Participant deferral / active EE | $8,118 | $5,240+54.9% | $6,426+26.3% | $3,470+134.0% |
| Admin fee / account holder | $243 | $5,519-95.6% | $9,284-97.4% | $4,887-95.0% |