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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 | $14,915 | $81,870-81.8% | $119,634-87.5% | $68,490-78.2% |
| Participation rate | 72.5% | 71.9%+0.7pp | 79.3%-6.7pp | 67.9%+4.7pp |
| Annual return | -16.14% | -23.82%+7.7pp | -14.98%-1.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,662 | $2,692-38.2% | $4,232-60.7% | $2,597-36.0% |
| Participant deferral / active EE | $3,432 | $4,148-17.3% | $5,601-38.7% | $4,028-14.8% |
| Admin fee / account holder | $59 | $6,583-99.1% | $10,329-99.4% | $5,403-98.9% |