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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 | $21,320 | $131,835-83.8% | $108,582-80.4% | $273,972-92.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.79% | -91.57%+99.4pp | -51.70%+59.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,277 | $5,127+2.9% | $4,311+22.4% | $5,287-0.2% |
| Admin fee / account holder | $29 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |