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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 | $18,971 | $87,733-78.4% | $106,551-82.2% | $85,856-77.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $1,469 | $2,073-29.1% | $2,819-47.9% | $2,565-42.7% |
| Participant deferral / active EE | $2,850 | $3,469-17.8% | $4,398-35.2% | $3,952-27.9% |
| Admin fee / account holder | $198 | $6,767-97.1% | $7,408-97.3% | $6,261-96.8% |