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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 | $5,819 | $56,287-89.7% | $80,977-92.8% | $62,881-90.7% |
| Participation rate | 80.5% | 68.9%+11.5pp | 75.8%+4.7pp | 69.3%+11.2pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,270 | $1,943+16.8% | $3,715-38.9% | $2,281-0.5% |
| Participant deferral / active EE | $3,078 | $4,196-26.6% | $5,696-46.0% | $3,203-3.9% |
| Admin fee / account holder | $81 | $3,742-97.8% | $5,517-98.5% | $4,296-98.1% |