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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 | $5,869 | $45,152-87.0% | $73,845-92.1% | $59,632-90.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.71% | 27.40%-26.7pp | 2267.91%-2267.2pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $995 | $1,902-47.7% | $2,788-64.3% | $2,203-54.8% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $290 | $3,516-91.7% | $4,881-94.1% | $4,297-93.2% |