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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 | $4,846 | $64,890-92.5% | $134,172-96.4% | $67,986-92.9% |
| Participation rate | 97.3% | 48.5%+48.7pp | 72.5%+24.8pp | 57.2%+40.1pp |
| Annual return | 0.00% | 16.12%-16.1pp | 25.30%-25.3pp | 31.67%-31.7pp |
| Employer contribution / active EE | $3,506 | $1,360+157.8% | $3,420+2.5% | $2,019+73.7% |
| Participant deferral / active EE | $1,316 | $2,289-42.5% | $4,690-71.9% | $3,358-60.8% |
| Admin fee / account holder | $0 | $3,140-100.0% | $12,016-100.0% | $3,203-100.0% |