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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 | $3,008 | $58,099-94.8% | $76,872-96.1% | $75,173-96.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.90%-37.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $563 | $1,996-71.8% | $2,533-77.8% | $2,671-78.9% |
| Participant deferral / active EE | $2,489 | $2,999-17.0% | $3,832-35.0% | $4,126-39.7% |
| Admin fee / account holder | $17 | $4,778-99.6% | $5,476-99.7% | $5,651-99.7% |