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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 | $30,537 | $223,823-86.4% | $211,142-85.5% | $154,746-80.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,408 | $6,787-64.5% | $6,442-62.6% | $4,379-45.0% |
| Participant deferral / active EE | $5,911 | $9,750-39.4% | $9,284-36.3% | $6,730-12.2% |
| Admin fee / account holder | $162 | $19,707-99.2% | $19,076-99.1% | $14,365-98.9% |