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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 | $8,657 | $154,193-94.4% | $130,045-93.3% | $139,466-93.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,115 | $6,709+21.0% | $5,820+39.4% | $6,712+20.9% |
| Admin fee / account holder | $8 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |