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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 | $9,577 | $93,589-89.8% | $135,942-93.0% | $75,181-87.3% |
| Participation rate | 76.8% | 75.2%+1.6pp | 81.9%-5.1pp | 67.2%+9.6pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,924 | $3,537-17.3% | $4,858-39.8% | $2,671+9.5% |
| Participant deferral / active EE | $4,271 | $6,405-33.3% | $7,759-44.9% | $4,126+3.5% |
| Admin fee / account holder | $28 | $6,977-99.6% | $10,764-99.7% | $5,650-99.5% |