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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 | $9,732 | $127,387-92.4% | $115,038-91.5% | $125,389-92.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.90% | 31.28%-33.2pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,350 | $5,166-73.9% | $4,608-70.7% | $4,866-72.3% |
| Participant deferral / active EE | $2,899 | $6,423-54.9% | $6,026-51.9% | $5,352-45.8% |
| Admin fee / account holder | $15 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |