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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 | $7,795 | $58,493-86.7% | $84,021-90.7% | $72,975-89.3% |
| Participation rate | 93.5% | 61.2%+32.3pp | 69.0%+24.5pp | 69.5%+24.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,971 | $1,163+69.5% | $1,984-0.6% | $2,440-19.2% |
| Participant deferral / active EE | $5,197 | $2,394+117.1% | $3,239+60.4% | $3,608+44.0% |
| Admin fee / account holder | $190 | $4,569-95.8% | $6,102-96.9% | $5,124-96.3% |