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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 | $14,152 | $72,492-80.5% | $87,104-83.8% | $72,975-80.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,476 | $1,894-22.0% | $2,521-41.4% | $2,440-39.5% |
| Participant deferral / active EE | $3,280 | $3,270+0.3% | $4,048-19.0% | $3,608-9.1% |
| Admin fee / account holder | $78 | $5,055-98.5% | $7,491-99.0% | $5,124-98.5% |