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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 | $7,784 | $81,870-90.5% | $119,622-93.5% | $68,486-88.6% |
| Participation rate | 73.3% | 71.9%+1.4pp | 79.3%-5.9pp | 67.9%+5.4pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,581 | $2,692-4.1% | $4,232-39.0% | $2,597-0.6% |
| Participant deferral / active EE | $4,011 | $4,148-3.3% | $5,601-28.4% | $4,028-0.4% |
| Admin fee / account holder | $140 | $6,583-97.9% | $10,328-98.6% | $5,404-97.4% |