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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 | $2,390 | $97,881-97.6% | $80,004-97.0% | $125,389-98.1% |
| Participation rate | 90.5% | 77.9%+12.6pp | 73.0%+17.5pp | 83.2%+7.3pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,555 | $3,744-31.8% | $3,204-20.2% | $5,352-52.3% |
| Admin fee / account holder | $95 | $6,278-98.5% | $5,033-98.1% | $9,541-99.0% |