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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 | $3,839 | $55,889-93.1% | $76,119-95.0% | $80,935-95.3% |
| Participation rate | 84.8% | 62.1%+22.8pp | 69.1%+15.8pp | 67.7%+17.2pp |
| Annual return | 0.00% | 20.58%-20.6pp | 361.25%-361.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $949 | $1,866-49.1% | $2,693-64.7% | $2,757-65.6% |
| Participant deferral / active EE | $1,612 | $3,051-47.2% | $4,259-62.2% | $4,299-62.5% |
| Admin fee / account holder | $287 | $5,241-94.5% | $6,421-95.5% | $6,924-95.9% |