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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 | $2,198 | $71,615-96.9% | $153,416-98.6% | $65,306-96.6% |
| Participation rate | 97.3% | 49.3%+48.0pp | 74.3%+22.9pp | 57.7%+39.6pp |
| Annual return | 0.00% | 12.62%-12.6pp | 17.84%-17.8pp | 21.94%-21.9pp |
| Employer contribution / active EE | $907 | $1,488-39.0% | $3,764-75.9% | $1,967-53.9% |
| Participant deferral / active EE | $1,268 | $2,236-43.3% | $4,723-73.2% | $2,959-57.2% |
| Admin fee / account holder | $0 | $3,498-100.0% | $13,095-100.0% | $3,480-100.0% |