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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 | $10,805 | $176,402-93.9% | $134,162-91.9% | $158,966-93.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,461 | $5,042-31.4% | $3,705-6.6% | $4,762-27.3% |
| Participant deferral / active EE | $5,797 | $4,093+41.6% | $3,500+65.6% | $5,983-3.1% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,250-99.8% |