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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 | $4,242 | $95,188-95.5% | $76,518-94.5% | $135,380-96.9% |
| Participation rate | 93.8% | 74.4%+19.4pp | 68.0%+25.8pp | 82.6%+11.1pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,971 | $3,303-40.3% | $2,647-25.5% | $4,779-58.8% |
| Participant deferral / active EE | $2,445 | $4,640-47.3% | $3,836-36.3% | $5,609-56.4% |
| Admin fee / account holder | $151 | $6,249-97.6% | $4,849-96.9% | $10,828-98.6% |