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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 | $15,895 | $100,805-84.2% | $86,698-81.7% | $134,532-88.2% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | -11.11% | 29.09%-40.2pp | 35.95%-47.1pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,911 | $3,490-45.2% | $2,837-32.6% | $4,741-59.7% |
| Participant deferral / active EE | $3,125 | $5,339-41.5% | $4,656-32.9% | $6,401-51.2% |
| Admin fee / account holder | $248 | $10,925-97.7% | $7,493-96.7% | $11,429-97.8% |