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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 | $10,511 | $60,989-82.8% | $60,919-82.7% | $66,949-84.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | 2.66% | -9.60%+12.3pp | 16.96%-14.3pp | 1.57%+1.1pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,342 | $3,615-62.9% | $3,814-64.8% | $4,239-68.3% |
| Admin fee / account holder | $15 | $338-95.6% | $3,228-99.5% | $594-97.5% |