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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 | $9,077 | $73,839-87.7% | $143,788-93.7% | $68,495-86.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,512 | $3,184-21.1% | $4,952-49.3% | $2,596-3.2% |
| Participant deferral / active EE | $6,198 | $3,384+83.1% | $5,638+9.9% | $4,028+53.9% |
| Admin fee / account holder | $60 | $5,755-99.0% | $14,675-99.6% | $5,403-98.9% |