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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 | $15,406 | $92,219-83.3% | $76,767-79.9% | $135,380-88.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,059 | $3,216+26.2% | $2,485+63.3% | $4,779-15.1% |
| Participant deferral / active EE | $12,698 | $4,508+181.6% | $3,852+229.7% | $5,609+126.4% |
| Admin fee / account holder | $37 | $10,749-99.7% | $6,675-99.4% | $10,828-99.7% |