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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 | $6,804 | $117,444-94.2% | $99,479-93.2% | $152,909-95.6% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.5%-2.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,012 | $3,014-66.4% | $2,540-60.1% | $4,764-78.7% |
| Participant deferral / active EE | $3,952 | $4,086-3.3% | $3,619+9.2% | $5,851-32.5% |
| Admin fee / account holder | $16 | $7,635-99.8% | $6,253-99.7% | $11,601-99.9% |