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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 | $7,822 | $114,712-93.2% | $173,730-95.5% | $87,485-91.1% |
| Participation rate | 78.8% | 73.0%+5.8pp | 79.6%-0.8pp | 68.9%+9.9pp |
| Annual return | 0.00% | 20.18%-20.2pp | 19.96%-20.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,199 | $4,642-52.6% | $6,326-65.2% | $4,274-48.5% |
| Admin fee / account holder | $166 | $10,210-98.4% | $17,523-99.1% | $7,775-97.9% |