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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 | $13,993 | $82,674-83.1% | $125,363-88.8% | $68,495-79.6% |
| Participation rate | 70.2% | 75.0%-4.8pp | 82.4%-12.2pp | 67.9%+2.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,632 | $3,382-22.2% | $4,815-45.3% | $2,596+1.4% |
| Participant deferral / active EE | $4,494 | $6,111-26.5% | $7,447-39.7% | $4,028+11.6% |
| Admin fee / account holder | $15 | $6,276-99.8% | $10,005-99.9% | $5,403-99.7% |