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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 | $440 | $25,979-98.3% | $71,755-99.4% | $68,486-99.4% |
| Participation rate | 80.0% | 54.5%+25.5pp | 62.3%+17.7pp | 67.9%+12.1pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $159 | $900-82.4% | $1,704-90.7% | $2,597-93.9% |
| Participant deferral / active EE | $260 | $1,522-82.9% | $2,656-90.2% | $4,028-93.5% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |