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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 | $3,631 | $92,219-96.1% | $76,768-95.3% | $135,379-97.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,051 | $3,216-67.3% | $2,485-57.7% | $4,779-78.0% |
| Participant deferral / active EE | $2,421 | $4,508-46.3% | $3,852-37.1% | $5,609-56.8% |
| Admin fee / account holder | $38 | $10,749-99.7% | $6,675-99.4% | $10,828-99.7% |