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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 | $5,857 | $142,409-95.9% | $119,634-95.1% | $134,545-95.6% |
| Participation rate | 77.8% | 82.8%-5.1pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,547 | $5,224-70.4% | $4,232-63.4% | $4,742-67.4% |
| Participant deferral / active EE | $3,324 | $6,468-48.6% | $5,601-40.7% | $6,401-48.1% |
| Admin fee / account holder | $213 | $13,594-98.4% | $10,329-97.9% | $11,431-98.1% |