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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 | $16,397 | $82,678-80.2% | $125,391-86.9% | $68,490-76.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.18% | -5.97%-7.2pp | 572.41%-585.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,138 | $3,382+22.3% | $4,816-14.1% | $2,597+59.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $140 | $6,277-97.8% | $10,009-98.6% | $5,403-97.4% |