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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 | $11,439 | $62,589-81.7% | $76,768-85.1% | $64,173-82.2% |
| Participation rate | 75.4% | 72.8%+2.6pp | 77.0%-1.6pp | 69.6%+5.8pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,916 | $3,145+88.1% | $3,852+53.6% | $3,470+70.5% |
| Admin fee / account holder | $102 | $4,667-97.8% | $6,675-98.5% | $4,887-97.9% |