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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 | $9,487 | $175,646-94.6% | $129,118-92.7% | $134,545-92.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -8.38% | -11.39%+3.0pp | -10.94%+2.6pp | 418.37%-426.7pp |
| Employer contribution / active EE | $2,354 | $6,355-63.0% | $5,051-53.4% | $4,742-50.4% |
| Participant deferral / active EE | $8,151 | $7,970+2.3% | $6,539+24.6% | $6,401+27.3% |
| Admin fee / account holder | $11 | $23,578-100.0% | $14,305-99.9% | $11,431-99.9% |