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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 | $16,293 | $92,219-82.3% | $76,766-78.8% | $135,382-88.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -8.07% | 5.46%-13.5pp | 2.43%-10.5pp | 519.77%-527.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,603 | $4,508+46.5% | $3,851+71.4% | $5,609+17.7% |
| Admin fee / account holder | $213 | $10,749-98.0% | $6,675-96.8% | $10,829-98.0% |