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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 | $2,406 | $48,267-95.0% | $68,794-96.5% | $68,495-96.5% |
| Participation rate | 75.0% | 60.7%+14.3pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $839 | $1,829-54.1% | $2,656-68.4% | $2,596-67.7% |
| Participant deferral / active EE | $1,569 | $2,867-45.3% | $3,941-60.2% | $4,028-61.1% |
| Admin fee / account holder | $209 | $4,362-95.2% | $4,934-95.8% | $5,403-96.1% |