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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 | $11,221 | $138,102-91.9% | $125,381-91.1% | $134,532-91.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -18.28% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $4,772 | $5,245-9.0% | $4,815-0.9% | $4,741+0.6% |
| Participant deferral / active EE | $3,823 | $7,801-51.0% | $7,448-48.7% | $6,401-40.3% |
| Admin fee / account holder | $42 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |