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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 | $891 | $95,188-99.1% | $76,518-98.8% | $135,379-99.3% |
| Participation rate | 92.9% | 74.4%+18.5pp | 68.0%+24.9pp | 82.6%+10.2pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $646 | $3,303-80.4% | $2,647-75.6% | $4,779-86.5% |
| Participant deferral / active EE | $673 | $4,640-85.5% | $3,836-82.4% | $5,609-88.0% |
| Admin fee / account holder | $51 | $6,249-99.2% | $4,849-99.0% | $10,828-99.5% |