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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 | $19,272 | $138,075-86.0% | $123,552-84.4% | $135,379-85.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.30% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $1,913 | $5,152-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $6,371 | $6,800-6.3% | $6,426-0.9% | $5,609+13.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |