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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 | $11,036 | $157,304-93.0% | $141,197-92.2% | $152,909-92.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,620 | $5,263-69.2% | $4,736-65.8% | $4,764-66.0% |
| Participant deferral / active EE | $6,184 | $7,111-13.0% | $6,710-7.8% | $5,851+5.7% |
| Admin fee / account holder | $12 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |