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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 | $7,923 | $73,848-89.3% | $143,799-94.5% | $68,486-88.4% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,745 | $3,184-13.8% | $4,952-44.6% | $2,597+5.7% |
| Participant deferral / active EE | $6,392 | $3,385+88.8% | $5,638+13.4% | $4,028+58.7% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |