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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 | $1,819 | $57,352-96.8% | $83,831-97.8% | $64,173-97.2% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,525 | $2,993-49.0% | $4,082-62.6% | $3,470-56.0% |
| Admin fee / account holder | $61 | $4,046-98.5% | $5,479-98.9% | $4,887-98.7% |