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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 | $22,362 | $113,941-80.4% | $94,228-76.3% | $125,388-82.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.52% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,654 | $4,727-43.9% | $3,587-26.0% | $4,866-45.5% |
| Participant deferral / active EE | $2,715 | $5,179-47.6% | $4,320-37.2% | $5,352-49.3% |
| Admin fee / account holder | $207 | $8,392-97.5% | $6,269-96.7% | $9,541-97.8% |