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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 | $6,816 | $64,311-89.4% | $57,356-88.1% | $125,389-94.6% |
| Participation rate | 94.7% | 78.6%+16.1pp | 75.1%+19.7pp | 83.2%+11.5pp |
| Annual return | -2.99% | 25.14%-28.1pp | 24.41%-27.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,826 | $3,193+19.8% | $2,689+42.3% | $4,866-21.4% |
| Participant deferral / active EE | $2,442 | $3,846-36.5% | $3,162-22.8% | $5,352-54.4% |
| Admin fee / account holder | $152 | $5,243-97.1% | $3,357-95.5% | $9,541-98.4% |