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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 | $4,067 | $61,660-93.4% | $80,022-94.9% | $64,173-93.7% |
| Participation rate | 78.4% | 71.7%+6.7pp | 75.8%+2.6pp | 69.6%+8.8pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,063 | $2,968-30.5% | $3,686-44.0% | $3,470-40.5% |
| Admin fee / account holder | $39 | $5,417-99.3% | $6,521-99.4% | $4,887-99.2% |