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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 | $7,308 | $56,134-87.0% | $96,171-92.4% | $85,847-91.5% |
| Participation rate | 71.4% | 56.7%+14.7pp | 68.4%+3.0pp | 69.3%+2.1pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.04%-192.0pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,112 | $1,620-31.3% | $2,799-60.3% | $2,565-56.6% |
| Participant deferral / active EE | $1,390 | $2,858-51.4% | $4,350-68.1% | $3,952-64.8% |
| Admin fee / account holder | $35 | $3,769-99.1% | $5,538-99.4% | $6,261-99.4% |