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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 | $9,673 | $113,338-91.5% | $94,993-89.8% | $147,586-93.4% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,374 | $3,160-56.5% | $2,603-47.2% | $4,876-71.8% |
| Participant deferral / active EE | $6,719 | $3,777+77.9% | $3,317+102.6% | $5,439+23.5% |
| Admin fee / account holder | $33 | $6,063-99.5% | $4,960-99.3% | $10,886-99.7% |