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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 | $10,176 | $57,352-82.3% | $83,831-87.9% | $64,173-84.1% |
| Participation rate | 76.7% | 68.6%+8.1pp | 76.1%+0.5pp | 69.6%+7.1pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,573 | $2,546-38.2% | $3,631-56.7% | $2,381-33.9% |
| Participant deferral / active EE | $2,133 | $2,993-28.7% | $4,082-47.8% | $3,470-38.5% |
| Admin fee / account holder | $205 | $4,046-94.9% | $5,479-96.3% | $4,887-95.8% |