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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 | $15,383 | $77,816-80.2% | $123,552-87.5% | $64,173-76.0% |
| Participation rate | 93.4% | 74.7%+18.7pp | 82.3%+11.1pp | 69.6%+23.9pp |
| Annual return | -7.44% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,945 | $5,240+51.6% | $6,426+23.6% | $3,470+129.0% |
| Admin fee / account holder | $2 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |