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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 | $14,803 | $59,111-75.0% | $86,451-82.9% | $68,490-78.4% |
| Participation rate | 78.0% | 75.2%+2.8pp | 80.3%-2.3pp | 67.9%+10.2pp |
| Annual return | -16.76% | -0.22%-16.5pp | 4398.51%-4415.3pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,132 | $2,519+24.3% | $3,770-16.9% | $2,597+20.6% |
| Participant deferral / active EE | $8,549 | $5,900+44.9% | $6,953+23.0% | $4,028+112.3% |
| Admin fee / account holder | $17 | $5,640-99.7% | $6,734-99.7% | $5,403-99.7% |