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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 | $4,420 | $52,580-91.6% | $71,671-93.8% | $70,126-93.7% |
| Participation rate | 72.2% | 60.9%+11.3pp | 68.7%+3.5pp | 69.5%+2.7pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,722 | $1,616+6.6% | $2,460-30.0% | $2,343-26.5% |
| Participant deferral / active EE | $1,616 | $2,386-32.3% | $3,438-53.0% | $3,332-51.5% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |