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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 | $17,516 | $64,729-72.9% | $112,263-84.4% | $68,490-74.4% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -11.38% | -11.40%0pp | 27.49%-38.9pp | -7.85%-3.5pp |
| Employer contribution / active EE | $1,929 | $2,746-29.7% | $3,636-46.9% | $2,597-25.7% |
| Participant deferral / active EE | $2,833 | $3,566-20.6% | $4,729-40.1% | $4,028-29.7% |
| Admin fee / account holder | $173 | $5,222-96.7% | $6,410-97.3% | $5,403-96.8% |