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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 | $900 | $27,632-96.7% | $61,452-98.5% | $68,486-98.7% |
| Participation rate | 96.0% | 39.5%+56.5pp | 52.6%+43.4pp | 67.9%+28.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $311 | $696-55.4% | $1,160-73.2% | $2,597-88.0% |
| Participant deferral / active EE | $557 | $1,264-55.9% | $2,125-73.8% | $4,028-86.2% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |