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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 | $14,862 | $65,367-77.3% | $92,915-84.0% | $72,976-79.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $5,310 | $2,594+104.7% | $3,653+45.3% | $2,440+117.6% |
| Participant deferral / active EE | $3,670 | $3,128+17.3% | $4,238-13.4% | $3,608+1.7% |
| Admin fee / account holder | $29 | $4,251-99.3% | $5,796-99.5% | $5,124-99.4% |