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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 | $7,413 | $75,962-90.2% | $154,108-95.2% | $64,173-88.4% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.2pp |
| Annual return | -2.62% | 30.32%-32.9pp | 735.21%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,158 | $3,175-32.0% | $5,081-57.5% | $3,470-37.8% |
| Admin fee / account holder | $201 | $5,589-96.4% | $13,411-98.5% | $4,887-95.9% |