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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 | $5,274 | $72,177-92.7% | $115,037-95.4% | $59,633-91.2% |
| Participation rate | 76.5% | 72.6%+3.9pp | 81.4%-4.9pp | 68.7%+7.8pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,501 | $2,841-47.2% | $4,608-67.4% | $2,203-31.9% |
| Participant deferral / active EE | $2,662 | $4,783-44.3% | $6,026-55.8% | $3,192-16.6% |
| Admin fee / account holder | $48 | $4,927-99.0% | $8,175-99.4% | $4,297-98.9% |