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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 | $14,743 | $158,852-90.7% | $121,220-87.8% | $135,380-89.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.14% | -0.64%-6.5pp | 16.94%-24.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $4,125 | $5,666-27.2% | $4,023+2.5% | $4,779-13.7% |
| Participant deferral / active EE | $5,052 | $4,006+26.1% | $3,345+51.0% | $5,609-9.9% |
| Admin fee / account holder | $115 | $6,515-98.2% | $5,021-97.7% | $10,828-98.9% |