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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 | $17,186 | $64,729-73.4% | $112,263-84.7% | $68,490-74.9% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -17.00% | -11.40%-5.6pp | 27.49%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,510 | $2,746-45.0% | $3,636-58.5% | $2,597-41.8% |
| Participant deferral / active EE | $3,977 | $3,566+11.6% | $4,729-15.9% | $4,028-1.3% |
| Admin fee / account holder | $133 | $5,222-97.5% | $6,410-97.9% | $5,403-97.5% |