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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 | $5,179 | $91,179-94.3% | $178,499-97.1% | $79,852-93.5% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,258 | $3,256-61.4% | $5,011-74.9% | $2,471-49.1% |
| Participant deferral / active EE | $2,050 | $3,236-36.6% | $5,202-60.6% | $3,740-45.2% |
| Admin fee / account holder | $27 | $6,749-99.6% | $13,986-99.8% | $5,306-99.5% |