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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 | $8,274 | $99,345-91.7% | $84,753-90.2% | $273,972-97.0% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,504 | $4,214-16.8% | $3,574-2.0% | $4,869-28.0% |
| Participant deferral / active EE | $5,151 | $4,270+20.6% | $3,712+38.8% | $5,287-2.6% |
| Admin fee / account holder | $54 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |