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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 | $3,248 | $73,839-95.6% | $143,788-97.7% | $68,495-95.3% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,023 | $3,184-67.9% | $4,952-79.3% | $2,596-60.6% |
| Participant deferral / active EE | $2,159 | $3,384-36.2% | $5,638-61.7% | $4,028-46.4% |
| Admin fee / account holder | $33 | $5,755-99.4% | $14,675-99.8% | $5,403-99.4% |