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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 | $8,305 | $73,848-88.8% | $143,799-94.2% | $68,486-87.9% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | 1.19% | 0.91%+0.3pp | -0.04%+1.2pp | -7.85%+9.0pp |
| Employer contribution / active EE | $2,203 | $3,184-30.8% | $4,952-55.5% | $2,597-15.2% |
| Participant deferral / active EE | $2,736 | $3,385-19.2% | $5,638-51.5% | $4,028-32.1% |
| Admin fee / account holder | $30 | $5,755-99.5% | $14,677-99.8% | $5,404-99.4% |