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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 | $13,887 | $118,877-88.3% | $96,570-85.6% | $167,536-91.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $722 | $3,121-76.9% | $2,357-69.4% | $4,839-85.1% |
| Participant deferral / active EE | $10,319 | $4,617+123.5% | $3,849+168.1% | $6,342+62.7% |
| Admin fee / account holder | $1 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |