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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 | $7,822 | $108,825-92.8% | $156,181-95.0% | $82,448-90.5% |
| Participation rate | 78.8% | 72.4%+6.4pp | 78.8%0pp | 68.1%+10.7pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,199 | $4,577-52.0% | $6,132-64.1% | $4,139-46.9% |
| Admin fee / account holder | $166 | $9,341-98.2% | $14,586-98.9% | $7,234-97.7% |