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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 | $11,074 | $142,409-92.2% | $119,634-90.7% | $134,545-91.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.14% | -12.46%-6.7pp | -14.98%-4.2pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,082 | $5,224-79.3% | $4,232-74.4% | $4,742-77.2% |
| Participant deferral / active EE | $2,522 | $6,468-61.0% | $5,601-55.0% | $6,401-60.6% |
| Admin fee / account holder | $44 | $13,594-99.7% | $10,329-99.6% | $11,431-99.6% |