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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 | $24,827 | $131,835-81.2% | $108,582-77.1% | $273,972-90.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 9.90% | -91.57%+101.5pp | -51.70%+61.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,409 | $5,127-14.0% | $4,311+2.3% | $5,287-16.6% |
| Admin fee / account holder | $31 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |