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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 | $5,228 | $54,541-90.4% | $78,778-93.4% | $70,126-92.5% |
| Participation rate | 78.7% | 60.8%+17.9pp | 69.2%+9.5pp | 69.5%+9.2pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,700 | $1,089+56.2% | $1,986-14.4% | $2,343-27.4% |
| Participant deferral / active EE | $2,489 | $2,210+12.6% | $2,958-15.9% | $3,332-25.3% |
| Admin fee / account holder | $163 | $3,709-95.6% | $5,134-96.8% | $4,645-96.5% |