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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 | $2,962 | $70,435-95.8% | $96,575-96.9% | $85,856-96.6% |
| Participation rate | 92.9% | 61.8%+31.0pp | 69.8%+23.0pp | 69.3%+23.5pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $732 | $1,413-48.2% | $2,357-68.9% | $2,565-71.5% |
| Participant deferral / active EE | $2,233 | $2,894-22.8% | $3,849-42.0% | $3,952-43.5% |
| Admin fee / account holder | $27 | $4,997-99.5% | $6,182-99.6% | $6,261-99.6% |