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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 | $301 | $25,979-98.8% | $71,755-99.6% | $68,486-99.6% |
| Participation rate | 82.0% | 54.5%+27.5pp | 62.3%+19.7pp | 67.9%+14.1pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $75 | $900-91.7% | $1,704-95.6% | $2,597-97.1% |
| Participant deferral / active EE | $196 | $1,522-87.1% | $2,656-92.6% | $4,028-95.1% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |