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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 | $11,692 | $105,867-89.0% | $90,760-87.1% | $134,532-91.3% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -16.64% | -10.99%-5.7pp | -12.16%-4.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,026 | $3,464-70.4% | $2,922-64.9% | $4,741-78.4% |
| Participant deferral / active EE | $1,898 | $5,217-63.6% | $4,565-58.4% | $6,401-70.3% |
| Admin fee / account holder | $6 | $13,936-100.0% | $8,444-99.9% | $11,429-99.9% |