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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 | $3,681 | $62,592-94.1% | $85,693-95.7% | $85,856-95.7% |
| Participation rate | 71.2% | 61.1%+10.1pp | 69.9%+1.3pp | 69.3%+1.9pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $1,234 | $1,755-29.7% | $2,618-52.9% | $2,565-51.9% |
| Participant deferral / active EE | $1,449 | $2,802-48.3% | $3,923-63.1% | $3,952-63.3% |
| Admin fee / account holder | $0 | $4,643-100.0% | $6,874-100.0% | $6,261-100.0% |