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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 | $2,275 | $48,053-95.3% | $84,623-97.3% | $72,983-96.9% |
| Participation rate | 80.4% | 57.6%+22.8pp | 68.2%+12.1pp | 69.5%+10.9pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.77%-258.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,810 | $2,681-32.5% | $3,899-53.6% | $3,608-49.8% |
| Admin fee / account holder | $114 | $3,395-96.7% | $4,913-97.7% | $5,124-97.8% |