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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 | $4,832 | $91,179-94.7% | $178,499-97.3% | $79,852-93.9% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $903 | $3,256-72.3% | $5,011-82.0% | $2,471-63.5% |
| Participant deferral / active EE | $3,832 | $3,236+18.4% | $5,202-26.3% | $3,740+2.4% |
| Admin fee / account holder | $222 | $6,749-96.7% | $13,986-98.4% | $5,306-95.8% |