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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 | $1,666 | $95,895-98.3% | $79,576-97.9% | $134,509-98.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.67% | -2.72%-14.9pp | 0.15%-17.8pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,191 | $4,693-10.7% | $3,985+5.2% | $6,400-34.5% |
| Admin fee / account holder | $6 | $9,129-99.9% | $6,834-99.9% | $11,427-99.9% |