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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 | $5,921 | $73,955-92.0% | $96,520-93.9% | $75,181-92.1% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.4pp | 67.2%+27.5pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.72%-35.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,247 | $2,930-23.3% | $3,739-39.9% | $2,671-15.9% |
| Participant deferral / active EE | $2,939 | $3,659-19.7% | $4,879-39.8% | $4,126-28.8% |
| Admin fee / account holder | $9 | $5,217-99.8% | $6,733-99.9% | $5,650-99.8% |