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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 | $3,557 | $105,853-96.6% | $90,752-96.1% | $134,493-97.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,306 | $3,462-62.3% | $2,921-55.3% | $4,740-72.4% |
| Participant deferral / active EE | $2,244 | $5,216-57.0% | $4,564-50.8% | $6,400-64.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,425-100.0% |