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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 | $132,634-90.2% | $115,768-88.8% | $137,256-90.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.4%+18.5pp | 80.0%+12.9pp |
| Annual return | 0.00% | 160.70%-160.7pp | 100.46%-100.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,466 | $3,360-56.4% | $2,940-50.1% | $4,156-64.7% |
| Participant deferral / active EE | $1,963 | $5,619-65.1% | $4,917-60.1% | $6,407-69.4% |
| Admin fee / account holder | $110 | $15,028-99.3% | $12,439-99.1% | $12,270-99.1% |