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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 | $10,621 | $197,637-94.6% | $177,848-94.0% | $158,982-93.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,281 | $6,698-36.1% | $5,919-27.7% | $4,763-10.1% |
| Participant deferral / active EE | $6,701 | $8,405-20.3% | $7,714-13.1% | $5,983+12.0% |
| Admin fee / account holder | $14 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |