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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 | $9,659 | $85,766-88.7% | $136,298-92.9% | $70,126-86.2% |
| Participation rate | 97.6% | 74.2%+23.4pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,188 | $2,966-26.2% | $4,696-53.4% | $2,343-6.6% |
| Participant deferral / active EE | $5,330 | $5,051+5.5% | $6,247-14.7% | $3,332+60.0% |
| Admin fee / account holder | $231 | $5,421-95.7% | $9,244-97.5% | $4,645-95.0% |