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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 | $11,604 | $59,813-80.6% | $79,580-85.4% | $68,486-83.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.77% | -12.30%-6.5pp | 0.15%-18.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,607 | $1,505+6.8% | $2,413-33.4% | $2,597-38.1% |
| Participant deferral / active EE | $2,498 | $3,024-17.4% | $3,985-37.3% | $4,028-38.0% |
| Admin fee / account holder | $209 | $4,835-95.7% | $6,835-96.9% | $5,404-96.1% |