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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 | $19,308 | $165,361-88.3% | $149,715-87.1% | $158,950-87.9% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $3,206 | $5,103-37.2% | $4,645-31.0% | $4,762-32.7% |
| Participant deferral / active EE | $12,386 | $7,182+72.5% | $6,842+81.0% | $5,983+107.0% |
| Admin fee / account holder | $7 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |