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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 | $17,894 | $110,212-83.8% | $96,534-81.5% | $139,466-87.2% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,728 | $3,620-24.6% | $2,965-8.0% | $4,754-42.6% |
| Participant deferral / active EE | $4,273 | $5,547-23.0% | $4,851-11.9% | $6,712-36.3% |
| Admin fee / account holder | $72 | $11,599-99.4% | $8,253-99.1% | $11,409-99.4% |