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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 | $5,115 | $82,288-93.8% | $68,794-92.6% | $134,509-96.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,409 | $3,301-27.0% | $2,656-9.3% | $4,741-49.2% |
| Participant deferral / active EE | $3,080 | $4,738-35.0% | $3,941-21.9% | $6,400-51.9% |
| Admin fee / account holder | $278 | $6,482-95.7% | $4,934-94.4% | $11,427-97.6% |