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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 | $6,549 | $93,117-93.0% | $77,096-91.5% | $134,532-95.1% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -19.50% | 62.67%-82.2pp | 42.35%-61.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,235 | $3,420-63.9% | $2,814-56.1% | $4,741-74.0% |
| Participant deferral / active EE | $3,343 | $5,241-36.2% | $4,429-24.5% | $6,401-47.8% |
| Admin fee / account holder | $2 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |