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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 | $19,735 | $211,946-90.7% | $169,452-88.4% | $135,379-85.4% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -5.90% | 3.26%-9.2pp | 1.83%-7.7pp | 519.79%-525.7pp |
| Employer contribution / active EE | $2,174 | $5,117-57.5% | $4,157-47.7% | $4,779-54.5% |
| Participant deferral / active EE | $2,735 | $6,075-55.0% | $5,277-48.2% | $5,609-51.2% |
| Admin fee / account holder | $53 | $11,472-99.5% | $9,110-99.4% | $10,828-99.5% |