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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 | $20,723 | $127,386-83.7% | $115,037-82.0% | $125,388-83.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.41% | 31.28%-34.7pp | 26.14%-29.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,455 | $5,166-71.8% | $4,608-68.4% | $4,866-70.1% |
| Participant deferral / active EE | $7,090 | $6,423+10.4% | $6,026+17.6% | $5,352+32.5% |
| Admin fee / account holder | $102 | $9,516-98.9% | $8,175-98.8% | $9,541-98.9% |