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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 | $9,621 | $176,077-94.5% | $159,455-94.0% | $167,518-94.3% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,322 | $5,298-56.2% | $4,830-51.9% | $4,838-52.0% |
| Participant deferral / active EE | $4,451 | $7,751-42.6% | $7,353-39.5% | $6,342-29.8% |
| Admin fee / account holder | $5 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |