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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 | $6,555 | $82,678-92.1% | $125,391-94.8% | $68,490-90.4% |
| Participation rate | 92.5% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,787 | $3,382-17.6% | $4,816-42.1% | $2,597+7.3% |
| Participant deferral / active EE | $4,860 | $6,111-20.5% | $7,448-34.7% | $4,028+20.7% |
| Admin fee / account holder | $8 | $6,277-99.9% | $10,009-99.9% | $5,403-99.9% |