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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 | $3,376 | $48,267-93.0% | $68,808-95.1% | $68,486-95.1% |
| Participation rate | 94.1% | 60.7%+33.5pp | 69.0%+25.1pp | 67.9%+26.2pp |
| Annual return | -10.84% | -12.70%+1.9pp | -6.37%-4.5pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,356 | $1,829-25.9% | $2,656-49.0% | $2,597-47.8% |
| Participant deferral / active EE | $2,012 | $2,867-29.8% | $3,942-49.0% | $4,028-50.0% |
| Admin fee / account holder | $19 | $4,362-99.6% | $4,936-99.6% | $5,404-99.6% |