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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 | $11,436 | $81,870-86.0% | $119,634-90.4% | $68,490-83.3% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -2.01% | -23.82%+21.8pp | -14.98%+13.0pp | -7.85%+5.8pp |
| Employer contribution / active EE | $1,768 | $2,692-34.3% | $4,232-58.2% | $2,597-31.9% |
| Participant deferral / active EE | $2,706 | $4,148-34.8% | $5,601-51.7% | $4,028-32.8% |
| Admin fee / account holder | $70 | $6,583-98.9% | $10,329-99.3% | $5,403-98.7% |