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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 | $23,761 | $168,635-85.9% | $147,617-83.9% | $125,389-81.1% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.57% | 77.65%-81.2pp | 61.98%-65.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $5,846 | $6,252-6.5% | $5,564+5.1% | $4,866+20.1% |
| Participant deferral / active EE | $6,402 | $5,507+16.2% | $4,895+30.8% | $5,352+19.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |