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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 | $23,453 | $131,835-82.2% | $108,582-78.4% | $273,972-91.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.83% | -91.57%+100.4pp | -51.70%+60.5pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,024 | $4,913-18.1% | $3,758+7.1% | $4,869-17.3% |
| Participant deferral / active EE | $12,768 | $5,127+149.0% | $4,311+196.2% | $5,287+141.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |