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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 | $2,756 | $73,863-96.3% | $143,797-98.1% | $68,490-96.0% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,100 | $3,185-65.5% | $4,952-77.8% | $2,597-57.6% |
| Participant deferral / active EE | $1,199 | $3,385-64.6% | $5,638-78.7% | $4,028-70.2% |
| Admin fee / account holder | $209 | $5,756-96.4% | $14,679-98.6% | $5,403-96.1% |