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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 | $10,389 | $112,300-90.7% | $90,223-88.5% | $125,389-91.7% |
| Participation rate | 76.2% | 82.9%-6.7pp | 79.0%-2.9pp | 83.2%-7.0pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,884 | $5,181-63.6% | $4,378-57.0% | $4,866-61.3% |
| Participant deferral / active EE | $2,338 | $6,733-65.3% | $5,792-59.6% | $5,352-56.3% |
| Admin fee / account holder | $13 | $10,990-99.9% | $7,406-99.8% | $9,541-99.9% |