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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 | $17,491 | $211,946-91.7% | $169,452-89.7% | $135,380-87.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.26% | 3.26%-9.5pp | 1.83%-8.1pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,294 | $5,117-55.2% | $4,157-44.8% | $4,779-52.0% |
| Participant deferral / active EE | $4,580 | $6,075-24.6% | $5,277-13.2% | $5,609-18.4% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |