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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 | $21,829 | $98,776-77.9% | $149,745-85.4% | $79,856-72.7% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,105 | $3,217-3.5% | $4,646-33.2% | $2,471+25.6% |
| Participant deferral / active EE | $4,833 | $5,681-14.9% | $6,843-29.4% | $3,741+29.2% |
| Admin fee / account holder | $58 | $6,053-99.0% | $9,312-99.4% | $5,306-98.9% |