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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 | $18,802 | $73,019-74.3% | $90,766-79.3% | $68,490-72.5% |
| Participation rate | 93.8% | 70.8%+22.9pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -0.01% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.8pp |
| Employer contribution / active EE | $8,333 | $2,193+280.1% | $2,922+185.2% | $2,597+220.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $176 | $5,897-97.0% | $8,446-97.9% | $5,403-96.7% |