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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 | $4,376 | $57,352-92.4% | $83,831-94.8% | $64,173-93.2% |
| Participation rate | 78.8% | 68.6%+10.2pp | 76.1%+2.7pp | 69.6%+9.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,039 | $2,546-19.9% | $3,631-43.8% | $2,381-14.4% |
| Participant deferral / active EE | $2,667 | $2,993-10.9% | $4,082-34.7% | $3,470-23.1% |
| Admin fee / account holder | $175 | $4,046-95.7% | $5,479-96.8% | $4,887-96.4% |