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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 | $27,190 | $94,529-71.2% | $140,019-80.6% | $64,173-57.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 87.5%-4.2pp | 69.6%+13.8pp |
| Annual return | -5.06% | 7.77%-12.8pp | 651.17%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,952 | $3,812-48.8% | $5,605-65.2% | $2,381-18.0% |
| Participant deferral / active EE | $3,934 | $5,250-25.1% | $6,927-43.2% | $3,470+13.4% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |