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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 | $12,699 | $72,273-82.4% | $101,275-87.5% | $79,856-84.1% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,879 | $2,691+7.0% | $3,660-21.4% | $2,471+16.5% |
| Participant deferral / active EE | $1,977 | $3,282-39.8% | $4,371-54.8% | $3,741-47.1% |
| Admin fee / account holder | $160 | $4,401-96.4% | $5,948-97.3% | $5,306-97.0% |