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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 | $10,834 | $121,677-91.1% | $104,625-89.6% | $158,966-93.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,075 | $3,165-34.4% | $2,681-22.6% | $4,762-56.4% |
| Participant deferral / active EE | $3,892 | $4,175-6.8% | $3,738+4.1% | $5,983-35.0% |
| Admin fee / account holder | $146 | $7,777-98.1% | $6,465-97.7% | $11,250-98.7% |