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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 | $11,868 | $56,484-79.0% | $169,452-93.0% | $64,173-81.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,040 | $1,832+120.5% | $4,157-2.8% | $2,381+69.7% |
| Participant deferral / active EE | $5,771 | $3,448+67.4% | $5,277+9.4% | $3,470+66.3% |
| Admin fee / account holder | $109 | $4,174-97.4% | $9,110-98.8% | $4,887-97.8% |