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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 | $15,726 | $91,525-82.8% | $130,026-87.9% | $75,181-79.1% |
| Participation rate | 82.9% | 71.4%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 43.83% | -631.40%+675.2pp | -137.26%+181.1pp | 160.69%-116.9pp |
| Employer contribution / active EE | $2,190 | $2,844-23.0% | $4,321-49.3% | $2,671-18.0% |
| Participant deferral / active EE | $7,562 | $4,342+74.2% | $5,821+29.9% | $4,126+83.3% |
| Admin fee / account holder | $274 | $6,778-96.0% | $10,608-97.4% | $5,650-95.1% |