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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 | $9,139 | $42,910-78.7% | $60,919-85.0% | $68,490-86.7% |
| Participation rate | 85.3% | 66.8%+18.5pp | 73.1%+12.2pp | 67.9%+17.4pp |
| Annual return | -0.07% | -13.99%+13.9pp | 16.96%-17.0pp | -7.85%+7.8pp |
| Employer contribution / active EE | $2,105 | $1,978+6.4% | $2,704-22.1% | $2,597-18.9% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $153 | $3,104-95.1% | $3,228-95.3% | $5,403-97.2% |