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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 | $8,170 | $63,346-87.1% | $92,240-91.1% | $70,126-88.3% |
| Participation rate | 72.5% | 68.7%+3.8pp | 76.5%-4.0pp | 69.5%+3.0pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,110 | $2,471-14.6% | $3,680-42.7% | $2,343-9.9% |
| Participant deferral / active EE | $2,675 | $2,854-6.3% | $3,897-31.4% | $3,332-19.7% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |