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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 | $5,977 | $63,365-90.6% | $91,994-93.5% | $72,976-91.8% |
| Participation rate | 91.2% | 72.5%+18.7pp | 78.6%+12.5pp | 69.5%+21.7pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $808 | $2,116-61.8% | $3,453-76.6% | $2,440-66.9% |
| Participant deferral / active EE | $3,349 | $4,883-31.4% | $5,924-43.5% | $3,608-7.2% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |