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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 | $10,513 | $82,674-87.3% | $125,381-91.6% | $68,486-84.6% |
| Participation rate | 76.7% | 75.1%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.31%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $910 | $3,382-73.1% | $4,815-81.1% | $2,597-65.0% |
| Participant deferral / active EE | $4,092 | $6,111-33.0% | $7,448-45.1% | $4,028+1.6% |
| Admin fee / account holder | $265 | $6,277-95.8% | $10,007-97.3% | $5,404-95.1% |