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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 | $14,677 | $167,352-91.2% | $143,788-89.8% | $134,509-89.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.01% | 0.47%-19.5pp | -0.03%-19.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,773 | $5,620-50.7% | $4,952-44.0% | $4,741-41.5% |
| Participant deferral / active EE | $4,661 | $6,447-27.7% | $5,638-17.3% | $6,400-27.2% |
| Admin fee / account holder | $229 | $18,091-98.7% | $14,675-98.4% | $11,427-98.0% |