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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 | $6,643 | $65,367-89.8% | $92,915-92.9% | $72,976-90.9% |
| Participation rate | 86.8% | 68.3%+18.5pp | 76.0%+10.8pp | 69.5%+17.3pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $911 | $2,594-64.9% | $3,653-75.1% | $2,440-62.7% |
| Participant deferral / active EE | $1,480 | $3,128-52.7% | $4,238-65.1% | $3,608-59.0% |
| Admin fee / account holder | $21 | $4,251-99.5% | $5,796-99.6% | $5,124-99.6% |