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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 | $17,183 | $242,135-92.9% | $319,010-94.6% | $107,032-83.9% |
| Participation rate | 89.7% | 22.4%+67.3pp | 47.0%+42.6pp | 9.9%+79.7pp |
| Annual return | -0.95% | -11.20%+10.2pp | 10.22%-11.2pp | -5.25%+4.3pp |
| Employer contribution / active EE | $10,941 | $17,775-38.4% | $51,205-78.6% | $15,161-27.8% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $14 | $21,137-99.9% | $10,810-99.9% | $3,859-99.6% |