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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 | $17,671 | $102,393-82.7% | $147,041-88.0% | $80,911-78.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 15.85% | 134.95%-119.1pp | 419.21%-403.4pp | 35.63%-19.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,698 | $6,647-29.3% | $8,071-41.8% | $4,297+9.3% |
| Admin fee / account holder | $62 | $7,943-99.2% | $13,006-99.5% | $6,935-99.1% |