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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 | $3,720 | $211,946-98.2% | $169,452-97.8% | $135,379-97.3% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,352 | $5,117-73.6% | $4,157-67.5% | $4,779-71.7% |
| Participant deferral / active EE | $2,455 | $6,075-59.6% | $5,277-53.5% | $5,609-56.2% |
| Admin fee / account holder | $21 | $11,472-99.8% | $9,110-99.8% | $10,828-99.8% |