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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 | $7,125 | $93,598-92.4% | $135,974-94.8% | $75,173-90.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,349 | $3,538-61.9% | $4,859-72.2% | $2,671-49.5% |
| Participant deferral / active EE | $2,865 | $6,405-55.3% | $7,760-63.1% | $4,126-30.6% |
| Admin fee / account holder | $15 | $6,978-99.8% | $10,767-99.9% | $5,651-99.7% |