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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 | $4,047 | $127,790-96.8% | $106,554-96.2% | $167,553-97.6% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 0.00% | 33.88%-33.9pp | 26.80%-26.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $860 | $3,427-74.9% | $2,819-69.5% | $4,840-82.2% |
| Participant deferral / active EE | $2,687 | $5,088-47.2% | $4,398-38.9% | $6,343-57.6% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,316-100.0% |