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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 | $22,629 | $62,583-63.8% | $76,767-70.5% | $64,173-64.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.99% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,839 | $1,832+0.3% | $2,485-26.0% | $2,381-22.8% |
| Participant deferral / active EE | $1,591 | $3,145-49.4% | $3,852-58.7% | $3,470-54.1% |
| Admin fee / account holder | $123 | $4,667-97.4% | $6,675-98.2% | $4,887-97.5% |