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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 | $2,364 | $53,162-95.6% | $91,225-97.4% | $68,486-96.5% |
| Participation rate | 88.2% | 63.2%+24.9pp | 73.2%+15.0pp | 67.9%+20.3pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.12%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $893 | $1,709-47.8% | $2,851-68.7% | $2,597-65.6% |
| Participant deferral / active EE | $1,332 | $2,974-55.2% | $4,233-68.5% | $4,028-66.9% |
| Admin fee / account holder | $3 | $4,493-99.9% | $5,422-99.9% | $5,404-99.9% |