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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 | $7,859 | $152,651-94.9% | $105,218-92.5% | $125,389-93.7% |
| Participation rate | 81.0% | 81.5%-0.6pp | 77.2%+3.7pp | 83.2%-2.2pp |
| Annual return | -2.92% | 8.24%-11.2pp | 5.33%-8.3pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,143 | $6,660-67.8% | $4,867-56.0% | $5,352-59.9% |
| Admin fee / account holder | $152 | $14,248-98.9% | $6,992-97.8% | $9,541-98.4% |