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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 | $9,542 | $40,275-76.3% | $57,356-83.4% | $59,633-84.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.87% | 27.52%-26.7pp | 24.41%-23.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,533 | $1,921-20.2% | $2,689-43.0% | $2,203-30.4% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $199 | $2,820-92.9% | $3,357-94.1% | $4,297-95.4% |