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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 | $5,413 | $77,976-93.1% | $81,367-93.3% | $125,389-95.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | 0.00% | -2.85%+2.9pp | -0.92%+0.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,374 | $4,366-45.6% | $3,930-39.6% | $4,866-51.2% |
| Participant deferral / active EE | $3,039 | $5,646-46.2% | $5,383-43.5% | $5,352-43.2% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |