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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 | $11,366 | $70,486-83.9% | $100,535-88.7% | $79,856-85.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $855 | $2,165-60.5% | $3,419-75.0% | $2,471-65.4% |
| Participant deferral / active EE | $4,298 | $5,182-17.1% | $6,271-31.5% | $3,741+14.9% |
| Admin fee / account holder | $128 | $4,480-97.2% | $8,085-98.4% | $5,306-97.6% |