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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 | $12,947 | $142,354-90.9% | $125,529-89.7% | $155,188-91.7% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.7%+18.1pp | 80.8%+12.1pp |
| Annual return | 0.00% | 306.06%-306.1pp | 202.56%-202.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,466 | $3,501-58.1% | $3,058-52.1% | $4,248-65.5% |
| Participant deferral / active EE | $1,963 | $5,491-64.2% | $4,813-59.2% | $6,531-69.9% |
| Admin fee / account holder | $110 | $19,392-99.4% | $16,298-99.3% | $14,480-99.2% |