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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 | $3,357 | $71,878-95.3% | $86,698-96.1% | $68,486-95.1% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,440 | $2,173-33.7% | $2,837-49.2% | $2,597-44.5% |
| Participant deferral / active EE | $2,290 | $3,779-39.4% | $4,656-50.8% | $4,028-43.1% |
| Admin fee / account holder | $52 | $6,113-99.2% | $7,493-99.3% | $5,404-99.0% |