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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 | $7,882 | $105,866-92.6% | $90,766-91.3% | $134,545-94.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,391 | $3,464-2.1% | $2,922+16.0% | $4,742-28.5% |
| Participant deferral / active EE | $4,752 | $5,217-8.9% | $4,565+4.1% | $6,401-25.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |