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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 | $3,502 | $56,544-93.8% | $75,501-95.4% | $70,126-95.0% |
| Participation rate | 94.9% | 68.1%+26.8pp | 72.4%+22.6pp | 69.5%+25.4pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,171 | $1,817+19.5% | $2,352-7.7% | $2,343-7.3% |
| Participant deferral / active EE | $1,514 | $2,580-41.3% | $3,142-51.8% | $3,332-54.6% |
| Admin fee / account holder | $53 | $3,827-98.6% | $5,801-99.1% | $4,645-98.9% |