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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 | $6,230 | $78,694-92.1% | $67,652-90.8% | $125,389-95.0% |
| Participation rate | 82.4% | 78.8%+3.5pp | 75.7%+6.7pp | 83.2%-0.8pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,549 | $3,044-16.3% | $2,266+12.5% | $4,866-47.6% |
| Participant deferral / active EE | $3,352 | $4,292-21.9% | $3,560-5.8% | $5,352-37.4% |
| Admin fee / account holder | $102 | $7,403-98.6% | $4,821-97.9% | $9,541-98.9% |