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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 | $3,457 | $49,249-93.0% | $70,476-95.1% | $79,852-95.7% |
| Participation rate | 96.0% | 69.2%+26.8pp | 75.1%+20.9pp | 69.6%+26.4pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,174 | $2,100-44.1% | $2,738-57.1% | $2,471-52.5% |
| Participant deferral / active EE | $1,235 | $2,769-55.4% | $3,710-66.7% | $3,740-67.0% |
| Admin fee / account holder | $5 | $2,878-99.8% | $3,847-99.9% | $5,306-99.9% |