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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 | $5,148 | $59,819-91.4% | $79,583-93.5% | $68,490-92.5% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -17.70% | -12.30%-5.4pp | 0.16%-17.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,814 | $3,025-40.0% | $3,986-54.5% | $4,028-55.0% |
| Admin fee / account holder | $144 | $4,835-97.0% | $6,835-97.9% | $5,403-97.3% |