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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 | $26,076 | $91,537-71.5% | $130,045-79.9% | $75,173-65.3% |
| Participation rate | 78.4% | 71.5%+6.9pp | 78.5%-0.1pp | 67.2%+11.2pp |
| Annual return | 22.62% | -631.55%+654.2pp | -137.30%+159.9pp | 160.72%-138.1pp |
| Employer contribution / active EE | $2,076 | $2,845-27.0% | $4,321-52.0% | $2,671-22.3% |
| Participant deferral / active EE | $3,512 | $4,343-19.1% | $5,820-39.7% | $4,126-14.9% |
| Admin fee / account holder | $13 | $6,780-99.8% | $10,600-99.9% | $5,651-99.8% |