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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 | $6,566 | $92,219-92.9% | $76,768-91.4% | $135,379-95.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,089 | $3,216-35.0% | $2,485-15.9% | $4,779-56.3% |
| Participant deferral / active EE | $3,807 | $4,508-15.6% | $3,852-1.2% | $5,609-32.1% |
| Admin fee / account holder | $70 | $10,749-99.3% | $6,675-98.9% | $10,828-99.3% |