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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 | $6,869 | $91,179-92.5% | $178,499-96.2% | $79,852-91.4% |
| Participation rate | 71.7% | 69.2%+2.5pp | 81.9%-10.2pp | 69.6%+2.1pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,479 | $3,256-54.6% | $5,011-70.5% | $2,471-40.2% |
| Participant deferral / active EE | $3,211 | $3,236-0.8% | $5,202-38.3% | $3,740-14.1% |
| Admin fee / account holder | $73 | $6,749-98.9% | $13,986-99.5% | $5,306-98.6% |