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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 | $1,523 | $48,267-96.8% | $68,794-97.8% | $68,495-97.8% |
| Participation rate | 70.6% | 60.7%+9.9pp | 69.0%+1.6pp | 67.9%+2.7pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $633 | $1,829-65.4% | $2,656-76.2% | $2,596-75.6% |
| Participant deferral / active EE | $1,046 | $2,867-63.5% | $3,941-73.5% | $4,028-74.0% |
| Admin fee / account holder | $204 | $4,362-95.3% | $4,934-95.9% | $5,403-96.2% |