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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 | $5,032 | $95,915-94.8% | $79,580-93.7% | $134,532-96.3% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,184 | $3,129-62.2% | $2,413-50.9% | $4,741-75.0% |
| Participant deferral / active EE | $2,868 | $4,693-38.9% | $3,985-28.0% | $6,401-55.2% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |