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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 | $6,647 | $54,355-87.8% | $82,744-92.0% | $68,486-90.3% |
| Participation rate | 90.7% | 63.9%+26.8pp | 72.6%+18.1pp | 67.9%+22.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,448 | $2,219+55.4% | $3,008+14.6% | $2,597+32.8% |
| Participant deferral / active EE | $2,302 | $3,246-29.1% | $4,395-47.6% | $4,028-42.8% |
| Admin fee / account holder | $89 | $4,397-98.0% | $5,325-98.3% | $5,404-98.3% |