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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 | $16,893 | $82,678-79.6% | $125,391-86.5% | $68,490-75.3% |
| Participation rate | 81.6% | 75.1%+6.6pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | 0.56% | -5.97%+6.5pp | 572.41%-571.9pp | -7.85%+8.4pp |
| Employer contribution / active EE | $866 | $3,382-74.4% | $4,816-82.0% | $2,597-66.7% |
| Participant deferral / active EE | $5,482 | $6,111-10.3% | $7,448-26.4% | $4,028+36.1% |
| Admin fee / account holder | $29 | $6,277-99.5% | $10,009-99.7% | $5,403-99.5% |