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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 | $17,552 | $89,367-80.4% | $141,191-87.6% | $72,975-75.9% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,850 | $3,115-8.5% | $4,736-39.8% | $2,440+16.8% |
| Participant deferral / active EE | $5,543 | $5,419+2.3% | $6,710-17.4% | $3,608+53.6% |
| Admin fee / account holder | $17 | $5,957-99.7% | $10,264-99.8% | $5,124-99.7% |