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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 | $9,327 | $132,310-93.0% | $105,754-91.2% | $273,972-96.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 0.00% | 10.08%-10.1pp | 12.25%-12.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,010 | $4,867-58.7% | $4,079-50.7% | $4,869-58.7% |
| Participant deferral / active EE | $7,193 | $6,233+15.4% | $5,326+35.1% | $5,287+36.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |