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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 | $9,471 | $82,674-88.5% | $125,363-92.4% | $68,495-86.2% |
| Participation rate | 96.3% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -17.04% | -5.97%-11.1pp | 572.15%-589.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,342 | $3,382-1.2% | $4,815-30.6% | $2,596+28.7% |
| Participant deferral / active EE | $2,774 | $6,111-54.6% | $7,447-62.7% | $4,028-31.1% |
| Admin fee / account holder | $107 | $6,276-98.3% | $10,005-98.9% | $5,403-98.0% |