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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 | $5,903 | $42,909-86.2% | $60,906-90.3% | $68,486-91.4% |
| Participation rate | 86.0% | 66.8%+19.2pp | 73.1%+12.9pp | 67.9%+18.1pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,014 | $1,979+1.8% | $2,703-25.5% | $2,597-22.4% |
| Participant deferral / active EE | $2,366 | $2,866-17.4% | $3,814-38.0% | $4,028-41.2% |
| Admin fee / account holder | $18 | $3,104-99.4% | $3,227-99.4% | $5,404-99.7% |