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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 | $2,727 | $91,194-97.0% | $178,486-98.5% | $79,860-96.6% |
| Participation rate | 86.4% | 69.2%+17.2pp | 81.9%+4.4pp | 69.6%+16.7pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.08%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,516 | $3,236-22.3% | $5,202-51.6% | $3,740-32.7% |
| Admin fee / account holder | $30 | $6,751-99.6% | $13,985-99.8% | $5,306-99.4% |