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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 | $2,717 | $100,792-97.3% | $86,691-96.9% | $134,509-98.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,106 | $3,491-68.3% | $2,837-61.0% | $4,741-76.7% |
| Participant deferral / active EE | $1,926 | $5,339-63.9% | $4,656-58.6% | $6,400-69.9% |
| Admin fee / account holder | $210 | $10,924-98.1% | $7,492-97.2% | $11,427-98.2% |