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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 | $14,136 | $167,353-91.6% | $143,797-90.2% | $134,545-89.5% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -17.44% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,321 | $5,620-76.5% | $4,952-73.3% | $4,742-72.1% |
| Participant deferral / active EE | $3,663 | $6,447-43.2% | $5,638-35.0% | $6,401-42.8% |
| Admin fee / account holder | $230 | $18,096-98.7% | $14,679-98.4% | $11,431-98.0% |