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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 | $4,504 | $72,177-93.8% | $115,038-96.1% | $59,633-92.4% |
| Participation rate | 88.9% | 72.6%+16.3pp | 81.4%+7.5pp | 68.7%+20.2pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,013 | $2,841-64.3% | $4,608-78.0% | $2,203-54.0% |
| Participant deferral / active EE | $2,663 | $4,783-44.3% | $6,026-55.8% | $3,192-16.6% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |