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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 | $8,557 | $45,152-81.0% | $73,836-88.4% | $59,633-85.7% |
| Participation rate | 72.5% | 64.0%+8.5pp | 73.4%-0.9pp | 68.7%+3.8pp |
| Annual return | -0.48% | 27.40%-27.9pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,200 | $1,901-36.9% | $2,787-56.9% | $2,203-45.5% |
| Participant deferral / active EE | $890 | $2,573-65.4% | $3,583-75.2% | $3,192-72.1% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |