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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 | $6,245 | $165,399-96.2% | $149,745-95.8% | $158,982-96.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,114 | $5,105-78.2% | $4,646-76.0% | $4,763-76.6% |
| Participant deferral / active EE | $3,487 | $7,183-51.4% | $6,843-49.0% | $5,983-41.7% |
| Admin fee / account holder | $99 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |