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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 | $5,467 | $54,162-89.9% | $68,612-92.0% | $64,173-91.5% |
| Participation rate | 88.9% | 68.1%+20.8pp | 72.2%+16.7pp | 69.6%+19.3pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,967 | $1,846+6.5% | $2,625-25.1% | $2,381-17.4% |
| Participant deferral / active EE | $2,892 | $2,626+10.1% | $3,311-12.7% | $3,470-16.6% |
| Admin fee / account holder | $159 | $4,029-96.1% | $5,131-96.9% | $4,887-96.7% |