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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 | $9,345 | $133,998-93.0% | $112,263-91.7% | $134,545-93.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.26% | 47.17%-64.4pp | 27.49%-44.8pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,008 | $4,040-75.0% | $3,636-72.3% | $4,742-78.7% |
| Participant deferral / active EE | $2,079 | $5,292-60.7% | $4,729-56.0% | $6,401-67.5% |
| Admin fee / account holder | $199 | $7,493-97.4% | $6,410-96.9% | $11,431-98.3% |