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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 | $20,170 | $72,177-72.1% | $115,037-82.5% | $59,633-66.2% |
| Participation rate | 86.5% | 72.6%+13.9pp | 81.4%+5.1pp | 68.7%+17.8pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $4,830 | $2,841+70.0% | $4,608+4.8% | $2,203+119.3% |
| Participant deferral / active EE | $6,897 | $4,783+44.2% | $6,026+14.5% | $3,192+116.1% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |