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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 | $7,756 | $105,866-92.7% | $90,766-91.5% | $134,545-94.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.07% | -10.99%-9.1pp | -12.16%-7.9pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,897 | $3,464-45.2% | $2,922-35.1% | $4,742-60.0% |
| Participant deferral / active EE | $3,256 | $5,217-37.6% | $4,565-28.7% | $6,401-49.1% |
| Admin fee / account holder | $102 | $13,938-99.3% | $8,446-98.8% | $11,431-99.1% |