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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 | $21,848 | $58,093-62.4% | $80,022-72.7% | $56,289-61.2% |
| Participation rate | 80.6% | 73.6%+7.0pp | 75.8%+4.8pp | 69.9%+10.7pp |
| Annual return | -5.16% | 34.63%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,735 | $3,136-44.7% | $3,686-52.9% | $3,350-48.2% |
| Admin fee / account holder | $292 | $623-53.0% | $6,521-95.5% | $521-43.9% |