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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 | $34,296 | $218,893-84.3% | $436,953-92.2% | $233,076-85.3% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -5.96% | -114.99%+109.0pp | -102.04%+96.1pp | -82.67%+76.7pp |
| Employer contribution / active EE | $12,728 | $39,361-67.7% | $36,232-64.9% | $43,771-70.9% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $248 | $11,759-97.9% | $12,721-98.0% | $11,204-97.8% |