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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 | $7,882 | $49,280-84.0% | $67,313-88.3% | $64,173-87.7% |
| Participation rate | 78.8% | 60.8%+18.0pp | 69.1%+9.7pp | 69.6%+9.2pp |
| Annual return | 0.79% | -1.39%+2.2pp | -4.08%+4.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,588 | $2,484-36.1% | $3,568-55.5% | $3,470-54.2% |
| Admin fee / account holder | $149 | $3,863-96.1% | $4,507-96.7% | $4,887-96.9% |