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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 | $4,466 | $58,275-92.3% | $81,844-94.5% | $80,935-94.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,988 | $2,346-15.3% | $2,916-31.8% | $2,757-27.9% |
| Participant deferral / active EE | $3,300 | $3,285+0.5% | $4,323-23.7% | $4,299-23.2% |
| Admin fee / account holder | $62 | $4,749-98.7% | $7,355-99.2% | $6,924-99.1% |