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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 | $2,559 | $95,193-97.3% | $76,523-96.7% | $135,382-98.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,241 | $3,302-62.4% | $2,647-53.1% | $4,779-74.0% |
| Participant deferral / active EE | $1,776 | $4,639-61.7% | $3,835-53.7% | $5,609-68.3% |
| Admin fee / account holder | $6 | $6,249-99.9% | $4,848-99.9% | $10,829-99.9% |