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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 | $15,258 | $82,674-81.5% | $125,381-87.8% | $68,486-77.7% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.31%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,451 | $3,382-27.5% | $4,815-49.1% | $2,597-5.6% |
| Participant deferral / active EE | $4,724 | $6,111-22.7% | $7,448-36.6% | $4,028+17.3% |
| Admin fee / account holder | $180 | $6,277-97.1% | $10,007-98.2% | $5,404-96.7% |