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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 | $8,540 | $71,873-88.1% | $86,698-90.1% | $68,490-87.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,617 | $2,173+66.4% | $2,837+27.5% | $2,597+39.3% |
| Participant deferral / active EE | $4,611 | $3,779+22.0% | $4,656-1.0% | $4,028+14.5% |
| Admin fee / account holder | $126 | $6,110-97.9% | $7,492-98.3% | $5,403-97.7% |