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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 | $4,935 | $97,765-95.0% | $103,486-95.2% | $145,884-96.6% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 0.00% | 25.44%-25.4pp | 23.93%-23.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,455 | $6,606-32.6% | $6,628-32.8% | $6,690-33.4% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |