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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 | $8,215 | $127,296-93.5% | $109,907-92.5% | $167,536-95.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,455 | $3,325+3.9% | $2,844+21.5% | $4,839-28.6% |
| Participant deferral / active EE | $4,161 | $4,513-7.8% | $4,047+2.8% | $6,342-34.4% |
| Admin fee / account holder | $22 | $7,119-99.7% | $6,069-99.6% | $12,315-99.8% |