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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 | $2,709 | $58,895-95.4% | $178,503-98.5% | $73,497-96.3% |
| Participation rate | 82.9% | 66.2%+16.7pp | 81.9%+1.0pp | 70.7%+12.2pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,712 | $2,567-33.3% | $5,202-67.1% | $3,740-54.2% |
| Admin fee / account holder | $58 | $400-85.6% | $13,987-99.6% | $513-88.7% |