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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 | $21,315 | $131,835-83.8% | $108,582-80.4% | $273,972-92.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 11.22% | -91.57%+102.8pp | -51.70%+62.9pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,238 | $4,913-74.8% | $3,758-67.1% | $4,869-74.6% |
| Participant deferral / active EE | $2,607 | $5,127-49.2% | $4,311-39.5% | $5,287-50.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |