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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 | $11,261 | $93,064-87.9% | $74,577-84.9% | $273,972-95.9% |
| Participation rate | 73.3% | 74.9%-1.6pp | 68.1%+5.2pp | 83.0%-9.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,411 | $3,160-55.4% | $2,525-44.1% | $4,869-71.0% |
| Participant deferral / active EE | $3,909 | $4,160-6.1% | $3,458+13.0% | $5,287-26.1% |
| Admin fee / account holder | $75 | $5,273-98.6% | $4,138-98.2% | $10,133-99.3% |