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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 | $10,709 | $158,852-93.3% | $121,220-91.2% | $135,380-92.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -7.83% | -0.64%-7.2pp | 16.94%-24.8pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,053 | $5,666-81.4% | $4,023-73.8% | $4,779-78.0% |
| Participant deferral / active EE | $2,949 | $4,006-26.4% | $3,345-11.8% | $5,609-47.4% |
| Admin fee / account holder | $100 | $6,515-98.5% | $5,021-98.0% | $10,828-99.1% |