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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 | $4,980 | $142,409-96.5% | $119,634-95.8% | $134,545-96.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,748 | $5,224-66.5% | $4,232-58.7% | $4,742-63.1% |
| Participant deferral / active EE | $3,004 | $6,468-53.6% | $5,601-46.4% | $6,401-53.1% |
| Admin fee / account holder | $12 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |