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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 | $6,072 | $126,661-95.2% | $113,397-94.6% | $138,895-95.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 0.00% | 25.05%-25.1pp | 23.20%-23.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,077 | $3,456-39.9% | $2,977-30.2% | $4,194-50.5% |
| Participant deferral / active EE | $3,490 | $5,693-38.7% | $5,076-31.2% | $6,396-45.4% |
| Admin fee / account holder | $16 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |