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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 | $9,329 | $73,839-87.4% | $143,788-93.5% | $68,495-86.4% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -2.69% | 1.01%-3.7pp | -0.03%-2.7pp | -7.84%+5.1pp |
| Employer contribution / active EE | $1,248 | $3,184-60.8% | $4,952-74.8% | $2,596-51.9% |
| Participant deferral / active EE | $2,291 | $3,384-32.3% | $5,638-59.4% | $4,028-43.1% |
| Admin fee / account holder | $269 | $5,755-95.3% | $14,675-98.2% | $5,403-95.0% |