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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 | $13,581 | $54,380-75.0% | $68,509-80.2% | $59,633-77.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -1.83% | 2.83%-4.7pp | 8.27%-10.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,810 | $1,539+82.7% | $2,278+23.4% | $2,203+27.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $154 | $3,885-96.0% | $5,275-97.1% | $4,297-96.4% |