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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 | $4,209 | $59,813-93.0% | $79,580-94.7% | $68,486-93.9% |
| Participation rate | 94.0% | 61.1%+32.9pp | 69.5%+24.5pp | 67.9%+26.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,276 | $1,505-15.2% | $2,413-47.1% | $2,597-50.8% |
| Participant deferral / active EE | $3,036 | $3,024+0.4% | $3,985-23.8% | $4,028-24.6% |
| Admin fee / account holder | $49 | $4,835-99.0% | $6,835-99.3% | $5,404-99.1% |