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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 | $4,713 | $99,345-95.3% | $84,753-94.4% | $273,972-98.3% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,486 | $4,214-64.7% | $3,574-58.4% | $4,869-69.5% |
| Participant deferral / active EE | $3,141 | $4,270-26.4% | $3,712-15.4% | $5,287-40.6% |
| Admin fee / account holder | $37 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |