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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 | $16,069 | $105,856-84.8% | $90,161-82.2% | $147,586-89.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,576 | $4,126-37.6% | $3,318-22.4% | $4,876-47.2% |
| Participant deferral / active EE | $5,874 | $5,733+2.5% | $5,287+11.1% | $5,439+8.0% |
| Admin fee / account holder | $21 | $8,046-99.7% | $5,943-99.6% | $10,886-99.8% |