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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 | $2,422 | $73,848-96.7% | $143,799-98.3% | $68,486-96.5% |
| Participation rate | 92.3% | 66.7%+25.6pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -18.53% | 0.91%-19.4pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,007 | $3,184-68.4% | $4,952-79.7% | $2,597-61.2% |
| Participant deferral / active EE | $1,603 | $3,385-52.6% | $5,638-71.6% | $4,028-60.2% |
| Admin fee / account holder | $135 | $5,755-97.7% | $14,677-99.1% | $5,404-97.5% |