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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 | $4,444 | $86,891-94.9% | $142,460-96.9% | $75,181-94.1% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.8%+15.5pp | 67.2%+25.1pp |
| Annual return | 0.00% | 23.31%-23.3pp | 19.99%-20.0pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,345 | $3,355-59.9% | $4,847-72.3% | $2,671-49.6% |
| Participant deferral / active EE | $2,314 | $4,938-53.1% | $6,283-63.2% | $4,126-43.9% |
| Admin fee / account holder | $0 | $7,299-100.0% | $10,011-100.0% | $5,650-100.0% |