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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 | $15,403 | $45,566-66.2% | $64,105-76.0% | $59,633-74.2% |
| Participation rate | 91.3% | 60.2%+31.1pp | 68.2%+23.1pp | 68.7%+22.6pp |
| Annual return | -0.04% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $332 | $934-64.4% | $1,820-81.7% | $2,203-84.9% |
| Participant deferral / active EE | $1,408 | $2,057-31.5% | $2,822-50.1% | $3,192-55.9% |
| Admin fee / account holder | $227 | $3,268-93.1% | $4,499-95.0% | $4,297-94.7% |