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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 | $7,797 | $99,345-92.2% | $84,753-90.8% | $273,972-97.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,212 | $4,214-47.5% | $3,574-38.1% | $4,869-54.6% |
| Participant deferral / active EE | $3,586 | $4,270-16.0% | $3,712-3.4% | $5,287-32.2% |
| Admin fee / account holder | $62 | $6,645-99.1% | $5,333-98.8% | $10,133-99.4% |