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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 | $4,430 | $79,961-94.5% | $98,462-95.5% | $75,177-94.1% |
| Participation rate | 75.6% | 70.4%+5.2pp | 75.2%+0.4pp | 67.2%+8.4pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $948 | $2,264-58.1% | $3,049-68.9% | $2,671-64.5% |
| Participant deferral / active EE | $1,880 | $3,753-49.9% | $4,738-60.3% | $4,126-54.5% |
| Admin fee / account holder | $93 | $6,842-98.6% | $8,875-98.9% | $5,651-98.3% |