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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 | $12,837 | $100,811-87.3% | $86,698-85.2% | $134,545-90.5% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -18.31% | 29.11%-47.4pp | 35.96%-54.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,558 | $3,490-55.4% | $2,837-45.1% | $4,742-67.1% |
| Participant deferral / active EE | $2,150 | $5,339-59.7% | $4,656-53.8% | $6,401-66.4% |
| Admin fee / account holder | $69 | $10,926-99.4% | $7,492-99.1% | $11,431-99.4% |