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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 | $1,338 | $27,639-95.2% | $61,501-97.8% | $68,490-98.0% |
| Participation rate | 80.0% | 39.5%+40.5pp | 52.6%+27.4pp | 67.9%+12.1pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $657 | $696-5.6% | $1,160-43.3% | $2,597-74.7% |
| Participant deferral / active EE | $815 | $1,264-35.5% | $2,125-61.6% | $4,028-79.8% |
| Admin fee / account holder | $50 | $2,012-97.5% | $2,132-97.7% | $5,403-99.1% |