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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 | $3,812 | $105,866-96.4% | $90,766-95.8% | $134,545-97.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,342 | $3,464-61.2% | $2,922-54.1% | $4,742-71.7% |
| Participant deferral / active EE | $1,518 | $5,217-70.9% | $4,565-66.7% | $6,401-76.3% |
| Admin fee / account holder | $5 | $13,938-100.0% | $8,446-99.9% | $11,431-100.0% |