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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 | $9,916 | $43,344-77.1% | $59,899-83.4% | $64,173-84.5% |
| Participation rate | 82.1% | 69.2%+12.9pp | 74.7%+7.4pp | 69.6%+12.5pp |
| Annual return | -6.91% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,560 | $2,030-23.1% | $2,723-42.7% | $2,381-34.5% |
| Participant deferral / active EE | $1,758 | $2,547-31.0% | $3,402-48.3% | $3,470-49.3% |
| Admin fee / account holder | $12 | $3,008-99.6% | $3,592-99.7% | $4,887-99.8% |