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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 | $9,723 | $97,881-90.1% | $80,004-87.8% | $125,389-92.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 73.0%+2.0pp | 83.2%-8.2pp |
| Annual return | -1.39% | 9.36%-10.7pp | 7.63%-9.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,596 | $3,744-57.4% | $3,204-50.2% | $5,352-70.2% |
| Admin fee / account holder | $48 | $6,278-99.2% | $5,033-99.0% | $9,541-99.5% |