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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 | $7,972 | $140,592-94.3% | $123,105-93.5% | $125,389-93.6% |
| Participation rate | 71.4% | 88.2%-16.8pp | 86.8%-15.3pp | 83.2%-11.8pp |
| Annual return | -1.57% | 16.80%-18.4pp | 13.22%-14.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,531 | $6,980-63.7% | $6,229-59.4% | $5,352-52.7% |
| Admin fee / account holder | $21 | $11,198-99.8% | $9,014-99.8% | $9,541-99.8% |