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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 | $11,437 | $78,694-85.5% | $67,652-83.1% | $125,389-90.9% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | -2.06% | 9.46%-11.5pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,333 | $3,044-56.2% | $2,266-41.2% | $4,866-72.6% |
| Participant deferral / active EE | $4,188 | $4,292-2.4% | $3,560+17.6% | $5,352-21.7% |
| Admin fee / account holder | $53 | $7,403-99.3% | $4,821-98.9% | $9,541-99.4% |