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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 | $7,610 | $61,390-87.6% | $112,228-93.2% | $75,177-89.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,238 | $2,015+11.1% | $3,432-34.8% | $2,671-16.2% |
| Participant deferral / active EE | $3,550 | $3,108+14.2% | $4,800-26.0% | $4,126-14.0% |
| Admin fee / account holder | $49 | $4,862-99.0% | $7,752-99.4% | $5,651-99.1% |