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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 | $18,163 | $77,896-76.7% | $134,172-86.5% | $82,448-78.0% |
| Participation rate | 85.5% | 62.8%+22.8pp | 72.5%+13.1pp | 68.1%+17.5pp |
| Annual return | 0.00% | 18.21%-18.2pp | 25.30%-25.3pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,732 | $2,159+26.5% | $3,420-20.1% | $2,551+7.1% |
| Participant deferral / active EE | $4,325 | $3,162+36.8% | $4,690-7.8% | $4,139+4.5% |
| Admin fee / account holder | $126 | $6,336-98.0% | $12,016-99.0% | $7,234-98.3% |