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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 | $14,548 | $93,589-84.5% | $135,942-89.3% | $75,181-80.6% |
| Participation rate | 72.4% | 75.2%-2.8pp | 81.9%-9.5pp | 67.2%+5.2pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $947 | $3,537-73.2% | $4,858-80.5% | $2,671-64.5% |
| Participant deferral / active EE | $6,825 | $6,405+6.6% | $7,759-12.0% | $4,126+65.4% |
| Admin fee / account holder | $96 | $6,977-98.6% | $10,764-99.1% | $5,650-98.3% |