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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 | $14,453 | $73,102-80.2% | $123,553-88.3% | $56,289-74.3% |
| Participation rate | 78.0% | 74.3%+3.7pp | 82.3%-4.2pp | 69.9%+8.2pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.21%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,718 | $2,977-8.7% | $4,628-41.3% | $2,111+28.8% |
| Participant deferral / active EE | $6,099 | $5,423+12.5% | $6,426-5.1% | $3,350+82.1% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.5% |