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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 | $13,949 | $85,766-83.7% | $136,297-89.8% | $70,131-80.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.16%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,511 | $2,966+18.4% | $4,696-25.2% | $2,342+49.9% |
| Participant deferral / active EE | $5,362 | $5,051+6.2% | $6,247-14.2% | $3,332+60.9% |
| Admin fee / account holder | $21 | $5,420-99.6% | $9,244-99.8% | $4,645-99.5% |