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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 | $44,022 | $31,920+37.9% | $96,302-54.3% | $50,876-13.5% |
| Participation rate | 100.0% | 10.0%+90.0pp | 8.8%+91.2pp | 15.7%+84.3pp |
| Annual return | -2.83% | -2.03%-0.8pp | -2.90%+0.1pp | -7.14%+4.3pp |
| Employer contribution / active EE | $0 | $10,249-100.0% | $27,990-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |