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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 | $6,009 | $39,162-84.7% | $100,671-94.0% | $59,633-89.9% |
| Participation rate | 93.3% | 55.9%+37.5pp | 70.7%+22.6pp | 68.7%+24.7pp |
| Annual return | -1.98% | 21.07%-23.1pp | 20.43%-22.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,925 | $1,992-3.4% | $3,144-38.8% | $3,192-39.7% |
| Admin fee / account holder | $151 | $2,969-94.9% | $4,850-96.9% | $4,297-96.5% |