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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 | $5,861 | $108,212-94.6% | $77,513-92.4% | $158,966-96.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $542 | $1,325-59.1% | $987-45.1% | $4,762-88.6% |
| Participant deferral / active EE | $4,962 | $2,455+102.1% | $1,861+166.6% | $5,983-17.1% |
| Admin fee / account holder | $6 | $3,709-99.8% | $2,859-99.8% | $11,250-100.0% |