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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 | $8,168 | $65,367-87.5% | $92,915-91.2% | $72,976-88.8% |
| Participation rate | 80.3% | 68.3%+12.0pp | 76.0%+4.3pp | 69.5%+10.8pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,425 | $2,594-6.5% | $3,653-33.6% | $2,440-0.6% |
| Participant deferral / active EE | $3,661 | $3,128+17.0% | $4,238-13.6% | $3,608+1.5% |
| Admin fee / account holder | $143 | $4,251-96.6% | $5,796-97.5% | $5,124-97.2% |