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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 | $12,332 | $81,870-84.9% | $119,608-89.7% | $68,495-82.0% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.2pp | 67.9%+29.5pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,126 | $2,692+16.1% | $4,232-26.1% | $2,596+20.4% |
| Participant deferral / active EE | $5,943 | $4,148+43.3% | $5,601+6.1% | $4,028+47.6% |
| Admin fee / account holder | $16 | $6,583-99.8% | $10,326-99.8% | $5,403-99.7% |