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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 | $2,216 | $84,236-97.4% | $170,435-98.7% | $70,126-96.8% |
| Participation rate | 84.6% | 70.8%+13.8pp | 83.6%+1.0pp | 69.5%+15.1pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $808 | $3,387-76.1% | $5,432-85.1% | $2,343-65.5% |
| Participant deferral / active EE | $920 | $3,086-70.2% | $4,939-81.4% | $3,332-72.4% |
| Admin fee / account holder | $26 | $5,698-99.5% | $13,881-99.8% | $4,645-99.4% |