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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 | $8,611 | $87,733-90.2% | $106,555-91.9% | $85,847-90.0% |
| Participation rate | 96.1% | 71.9%+24.1pp | 76.1%+19.9pp | 69.3%+26.8pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,611 | $3,469+119.4% | $4,399+73.0% | $3,952+92.6% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |