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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 | $5,493 | $67,606-91.9% | $82,313-93.3% | $70,124-92.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,611 | $1,755-8.2% | $2,428-33.7% | $2,342-31.2% |
| Participant deferral / active EE | $3,049 | $2,987+2.1% | $3,706-17.7% | $3,332-8.5% |
| Admin fee / account holder | $288 | $4,512-93.6% | $5,608-94.9% | $4,645-93.8% |