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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 | $13,730 | $64,729-78.8% | $112,263-87.8% | $68,490-80.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.53% | -11.40%-7.1pp | 27.49%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $4,072 | $2,746+48.3% | $3,636+12.0% | $2,597+56.8% |
| Participant deferral / active EE | $2,275 | $3,566-36.2% | $4,729-51.9% | $4,028-43.5% |
| Admin fee / account holder | $60 | $5,222-98.8% | $6,410-99.1% | $5,403-98.9% |