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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 | $24,874 | $65,704-62.1% | $94,229-73.6% | $59,633-58.3% |
| Participation rate | 70.4% | 72.1%-1.7pp | 78.8%-8.3pp | 68.7%+1.8pp |
| Annual return | 0.80% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,106 | $2,021-45.2% | $3,587-69.2% | $2,203-49.8% |
| Participant deferral / active EE | $2,120 | $3,143-32.6% | $4,320-50.9% | $3,192-33.6% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |