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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 | $2,680 | $176,794-98.5% | $146,647-98.2% | $167,553-98.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,397 | $5,161-72.9% | $4,137-66.2% | $4,840-71.1% |
| Participant deferral / active EE | $1,999 | $6,440-69.0% | $5,506-63.7% | $6,343-68.5% |
| Admin fee / account holder | $3 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |