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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 | $13,434 | $129,960-89.7% | $104,299-87.1% | $134,545-90.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.48% | 42.06%-61.5pp | 24.62%-44.1pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,892 | $4,186-54.8% | $3,373-43.9% | $4,742-60.1% |
| Participant deferral / active EE | $2,784 | $5,589-50.2% | $4,626-39.8% | $6,401-56.5% |
| Admin fee / account holder | $226 | $9,324-97.6% | $7,339-96.9% | $11,431-98.0% |