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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 | $9,415 | $155,555-93.9% | $146,866-93.6% | $155,188-93.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 0.00% | 115.41%-115.4pp | 102.85%-102.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,678 | $4,647-42.4% | $4,425-39.5% | $4,248-37.0% |
| Participant deferral / active EE | $6,910 | $8,044-14.1% | $7,759-10.9% | $6,531+5.8% |
| Admin fee / account holder | $263 | $14,755-98.2% | $13,620-98.1% | $14,480-98.2% |