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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 | $21,087 | $131,835-84.0% | $108,582-80.6% | $273,972-92.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 2.77% | -91.57%+94.3pp | -51.70%+54.5pp | 41.46%-38.7pp |
| Employer contribution / active EE | $1,278 | $4,913-74.0% | $3,758-66.0% | $4,869-73.8% |
| Participant deferral / active EE | $3,907 | $5,127-23.8% | $4,311-9.4% | $5,287-26.1% |
| Admin fee / account holder | $245 | $10,253-97.6% | $7,645-96.8% | $10,133-97.6% |