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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 | $5,401 | $209,428-97.4% | $178,498-97.0% | $158,950-96.6% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,507 | $5,707-73.6% | $5,011-69.9% | $4,762-68.3% |
| Participant deferral / active EE | $2,853 | $5,955-52.1% | $5,202-45.2% | $5,983-52.3% |
| Admin fee / account holder | $250 | $17,077-98.5% | $13,985-98.2% | $11,248-97.8% |