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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 | $12,532 | $70,486-82.2% | $100,535-87.5% | $79,856-84.3% |
| Participation rate | 96.0% | 73.6%+22.4pp | 79.4%+16.6pp | 69.6%+26.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,771 | $2,165-18.2% | $3,419-48.2% | $2,471-28.3% |
| Participant deferral / active EE | $4,100 | $5,182-20.9% | $6,271-34.6% | $3,741+9.6% |
| Admin fee / account holder | $140 | $4,480-96.9% | $8,085-98.3% | $5,306-97.4% |