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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 | $22,949 | $62,589-63.3% | $76,768-70.1% | $64,173-64.2% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | 0.04% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,497 | $1,832+36.3% | $2,485+0.5% | $2,381+4.9% |
| Participant deferral / active EE | $5,577 | $3,145+77.4% | $3,852+44.8% | $3,470+60.8% |
| Admin fee / account holder | $27 | $4,667-99.4% | $6,675-99.6% | $4,887-99.5% |