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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 | $1,534 | $82,314-98.1% | $68,808-97.8% | $134,532-98.9% |
| Participation rate | 81.0% | 75.1%+5.9pp | 69.0%+11.9pp | 81.2%-0.3pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $695 | $3,301-78.9% | $2,656-73.8% | $4,741-85.3% |
| Participant deferral / active EE | $1,839 | $4,740-61.2% | $3,942-53.3% | $6,401-71.3% |
| Admin fee / account holder | $120 | $6,484-98.1% | $4,936-97.6% | $11,429-98.9% |