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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 | $8,703 | $131,835-93.4% | $108,582-92.0% | $273,972-96.8% |
| Participation rate | 77.3% | 83.5%-6.2pp | 79.6%-2.3pp | 83.0%-5.7pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,499 | $4,913-49.1% | $3,758-33.5% | $4,869-48.7% |
| Participant deferral / active EE | $4,759 | $5,127-7.2% | $4,311+10.4% | $5,287-10.0% |
| Admin fee / account holder | $135 | $10,253-98.7% | $7,645-98.2% | $10,133-98.7% |