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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 | $11,799 | $100,805-88.3% | $86,698-86.4% | $134,532-91.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.85% | 29.09%-47.9pp | 35.95%-54.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,321 | $3,490-62.1% | $2,837-53.4% | $4,741-72.1% |
| Participant deferral / active EE | $2,303 | $5,339-56.9% | $4,656-50.5% | $6,401-64.0% |
| Admin fee / account holder | $48 | $10,925-99.6% | $7,493-99.4% | $11,429-99.6% |