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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 | $8,624 | $43,730-80.3% | $121,220-92.9% | $64,173-86.6% |
| Participation rate | 84.8% | 58.3%+26.5pp | 71.8%+13.1pp | 69.6%+15.3pp |
| Annual return | -6.95% | 68.94%-75.9pp | 16.94%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $622 | $1,297-52.0% | $4,023-84.5% | $2,381-73.9% |
| Participant deferral / active EE | $2,363 | $2,281+3.6% | $3,345-29.4% | $3,470-31.9% |
| Admin fee / account holder | $19 | $3,502-99.4% | $5,021-99.6% | $4,887-99.6% |