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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 | $11,100 | $69,977-84.1% | $108,582-89.8% | $62,881-82.3% |
| Participation rate | 74.5% | 72.9%+1.6pp | 79.6%-5.0pp | 69.3%+5.2pp |
| Annual return | 5.43% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $824 | $2,135-61.4% | $3,758-78.1% | $2,281-63.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $98 | $5,076-98.1% | $7,645-98.7% | $4,296-97.7% |