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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 | $5,673 | $42,383-86.6% | $76,518-92.6% | $64,173-91.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.82% | -16.54%+9.7pp | -0.27%-6.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,258 | $1,563+44.4% | $2,647-14.7% | $2,381-5.2% |
| Participant deferral / active EE | $1,409 | $2,566-45.1% | $3,836-63.3% | $3,470-59.4% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |