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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 | $6,181 | $118,708-94.8% | $98,920-93.8% | $158,966-96.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $674 | $3,334-79.8% | $2,689-74.9% | $4,762-85.8% |
| Participant deferral / active EE | $3,474 | $5,089-31.7% | $4,245-18.2% | $5,983-41.9% |
| Admin fee / account holder | $10 | $10,134-99.9% | $6,643-99.8% | $11,250-99.9% |