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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 | $8,020 | $42,917-81.3% | $60,899-86.8% | $68,495-88.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 2.43% | -13.99%+16.4pp | 16.92%-14.5pp | -7.84%+10.3pp |
| Employer contribution / active EE | $932 | $1,979-52.9% | $2,702-65.5% | $2,596-64.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $153 | $3,102-95.1% | $3,225-95.3% | $5,403-97.2% |