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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 | $10,882 | $131,835-91.7% | $108,582-90.0% | $273,972-96.0% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 5.32% | -91.57%+96.9pp | -51.70%+57.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,850 | $4,913-62.3% | $3,758-50.8% | $4,869-62.0% |
| Participant deferral / active EE | $3,830 | $5,127-25.3% | $4,311-11.2% | $5,287-27.6% |
| Admin fee / account holder | $194 | $10,253-98.1% | $7,645-97.5% | $10,133-98.1% |