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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 | $156,398-94.0% | $147,318-93.6% | $138,895-93.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,678 | $4,853-44.8% | $4,593-41.7% | $4,194-36.2% |
| Participant deferral / active EE | $6,910 | $8,237-16.1% | $7,906-12.6% | $6,396+8.0% |
| Admin fee / account holder | $263 | $14,976-98.2% | $13,708-98.1% | $12,562-97.9% |