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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 | $5,101 | $158,852-96.8% | $121,220-95.8% | $135,379-96.2% |
| Participation rate | 72.2% | 79.3%-7.1pp | 71.8%+0.5pp | 82.6%-10.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $790 | $5,666-86.1% | $4,023-80.4% | $4,779-83.5% |
| Participant deferral / active EE | $1,805 | $4,006-54.9% | $3,345-46.0% | $5,609-67.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |