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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 | $7,064 | $90,486-92.2% | $78,676-91.0% | $273,972-97.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,998 | $3,175-37.1% | $2,850-29.9% | $4,869-59.0% |
| Participant deferral / active EE | $1,799 | $3,901-53.9% | $3,517-48.8% | $5,287-66.0% |
| Admin fee / account holder | $73 | $5,263-98.6% | $4,510-98.4% | $10,133-99.3% |