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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 | $14,912 | $92,219-83.8% | $76,768-80.6% | $135,379-89.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.57% | 5.46%-14.0pp | 2.43%-11.0pp | 519.79%-528.4pp |
| Employer contribution / active EE | $2,092 | $3,216-35.0% | $2,485-15.8% | $4,779-56.2% |
| Participant deferral / active EE | $4,939 | $4,508+9.6% | $3,852+28.2% | $5,609-11.9% |
| Admin fee / account holder | $28 | $10,749-99.7% | $6,675-99.6% | $10,828-99.7% |