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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 | $17,198 | $176,786-90.3% | $146,643-88.3% | $167,536-89.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,334 | $5,161-54.8% | $4,137-43.6% | $4,839-51.8% |
| Participant deferral / active EE | $12,637 | $6,440+96.2% | $5,506+129.5% | $6,342+99.3% |
| Admin fee / account holder | $21 | $13,262-99.8% | $10,280-99.8% | $12,315-99.8% |