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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 | $7,864 | $56,894-86.2% | $84,753-90.7% | $62,881-87.5% |
| Participation rate | 93.1% | 68.5%+24.6pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,088 | $2,400-54.7% | $3,574-69.6% | $2,281-52.3% |
| Participant deferral / active EE | $2,375 | $2,709-12.3% | $3,712-36.0% | $3,203-25.9% |
| Admin fee / account holder | $142 | $3,581-96.0% | $5,333-97.3% | $4,296-96.7% |