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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 | $5,656 | $104,251-94.6% | $91,004-93.8% | $147,586-96.2% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,419 | $3,116-54.5% | $2,456-42.2% | $4,876-70.9% |
| Participant deferral / active EE | $4,011 | $4,195-4.4% | $3,548+13.1% | $5,439-26.2% |
| Admin fee / account holder | $86 | $8,948-99.0% | $5,417-98.4% | $10,886-99.2% |