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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 | $6,007 | $47,977-87.5% | $154,108-96.1% | $56,289-89.3% |
| Participation rate | 79.4% | 66.2%+13.3pp | 83.0%-3.6pp | 69.9%+9.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.21%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,240 | $2,392-48.2% | $5,081-75.6% | $3,350-63.0% |
| Admin fee / account holder | $20 | $438-95.5% | $13,411-99.9% | $521-96.2% |