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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 | $6,825 | $77,816-91.2% | $123,552-94.5% | $64,173-89.4% |
| Participation rate | 73.2% | 74.7%-1.5pp | 82.3%-9.1pp | 69.6%+3.6pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,608 | $5,240-31.2% | $6,426-43.9% | $3,470+4.0% |
| Admin fee / account holder | $18 | $5,519-99.7% | $9,285-99.8% | $4,887-99.6% |