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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 | $6,045 | $85,766-93.0% | $136,298-95.6% | $70,126-91.4% |
| Participation rate | 70.6% | 74.2%-3.6pp | 81.9%-11.3pp | 69.5%+1.0pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,363 | $2,966-54.0% | $4,696-71.0% | $2,343-41.8% |
| Participant deferral / active EE | $3,383 | $5,051-33.0% | $6,247-45.9% | $3,332+1.5% |
| Admin fee / account holder | $286 | $5,421-94.7% | $9,244-96.9% | $4,645-93.8% |