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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 | $5,606 | $85,790-93.5% | $67,313-91.7% | $135,382-95.9% |
| Participation rate | 85.0% | 76.5%+8.5pp | 69.1%+15.9pp | 82.6%+2.4pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,011 | $3,487-42.3% | $2,566-21.6% | $4,779-57.9% |
| Participant deferral / active EE | $3,488 | $4,651-25.0% | $3,568-2.3% | $5,609-37.8% |
| Admin fee / account holder | $110 | $6,392-98.3% | $4,507-97.6% | $10,829-99.0% |