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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 | $5,309 | $83,908-93.7% | $68,509-92.3% | $125,389-95.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.39% | 14.48%-14.1pp | 8.27%-7.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $482 | $3,031-84.1% | $2,278-78.8% | $4,866-90.1% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $45 | $8,982-99.5% | $5,275-99.1% | $9,541-99.5% |