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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 | $11,748 | $81,208-85.5% | $98,920-88.1% | $79,856-85.3% |
| Participation rate | 72.3% | 72.5%-0.2pp | 76.0%-3.7pp | 69.6%+2.7pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,591 | $1,960-18.8% | $2,689-40.9% | $2,471-35.6% |
| Participant deferral / active EE | $3,604 | $3,265+10.4% | $4,245-15.1% | $3,741-3.7% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |