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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 | $5,866 | $52,678-88.9% | $75,784-92.3% | $59,633-90.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,454 | $2,193+57.5% | $3,323+3.9% | $2,203+56.8% |
| Participant deferral / active EE | $1,778 | $2,591-31.4% | $3,652-51.3% | $3,192-44.3% |
| Admin fee / account holder | $23 | $3,610-99.4% | $5,300-99.6% | $4,297-99.5% |