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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 | $7,929 | $45,087-82.4% | $69,483-88.6% | $72,976-89.1% |
| Participation rate | 82.9% | 68.5%+14.5pp | 74.6%+8.3pp | 69.5%+13.4pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,738 | $2,055-15.4% | $2,780-37.5% | $2,440-28.8% |
| Participant deferral / active EE | $4,289 | $2,603+64.8% | $3,537+21.3% | $3,608+18.9% |
| Admin fee / account holder | $45 | $3,057-98.5% | $3,841-98.8% | $5,124-99.1% |