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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 | $8,377 | $40,275-79.2% | $57,356-85.4% | $59,633-86.0% |
| Participation rate | 98.3% | 69.1%+29.1pp | 75.1%+23.2pp | 68.7%+29.6pp |
| Annual return | -0.28% | 27.52%-27.8pp | 24.41%-24.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $934 | $1,921-51.4% | $2,689-65.3% | $2,203-57.6% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $213 | $2,820-92.5% | $3,357-93.7% | $4,297-95.0% |