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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 | $27,667 | $22,083+25.3% | $14,339+93.0% | $237,064-88.3% |
| Participation rate | 90.0% | 48.3%+41.7pp | 17.0%+73.0pp | 45.6%+44.4pp |
| Annual return | 1.85% | -6.39%+8.2pp | 1.15%+0.7pp | 4.16%-2.3pp |
| Employer contribution / active EE | $18,440 | $55,387-66.7% | $26,339-30.0% | $42,918-57.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $178-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $0 | $3,605-100.0% | $21,465-100.0% |