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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 | $5,941 | $98,766-94.0% | $149,730-96.0% | $79,852-92.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $977 | $3,217-69.6% | $4,645-79.0% | $2,471-60.5% |
| Participant deferral / active EE | $3,084 | $5,681-45.7% | $6,843-54.9% | $3,740-17.5% |
| Admin fee / account holder | $14 | $6,052-99.8% | $9,310-99.8% | $5,306-99.7% |