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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 | $9,363 | $53,128-82.4% | $86,582-89.2% | $70,126-86.6% |
| Participation rate | 81.0% | 65.3%+15.7pp | 73.5%+7.5pp | 69.5%+11.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,904 | $2,068-7.9% | $2,839-32.9% | $2,343-18.7% |
| Participant deferral / active EE | $2,743 | $2,695+1.8% | $3,609-24.0% | $3,332-17.7% |
| Admin fee / account holder | $56 | $3,584-98.4% | $4,904-98.9% | $4,645-98.8% |