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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 | $6,626 | $76,912-91.4% | $129,110-94.9% | $68,495-90.3% |
| Participation rate | 85.5% | 69.1%+16.3pp | 77.3%+8.2pp | 67.9%+17.6pp |
| Annual return | 2681.42% | -9.78%+2691.2pp | -10.94%+2692.4pp | -7.84%+2689.3pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,801 | $4,732-40.8% | $6,542-57.2% | $4,028-30.5% |
| Admin fee / account holder | $69 | $6,638-99.0% | $14,302-99.5% | $5,403-98.7% |