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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 | $2,917 | $59,819-95.1% | $79,583-96.3% | $68,490-95.7% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.5%+25.1pp | 67.9%+26.7pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,156 | $1,505-23.2% | $2,414-52.1% | $2,597-55.5% |
| Participant deferral / active EE | $2,384 | $3,025-21.2% | $3,986-40.2% | $4,028-40.8% |
| Admin fee / account holder | $51 | $4,835-98.9% | $6,835-99.2% | $5,403-99.1% |