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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 | $3,002 | $95,895-96.9% | $79,576-96.2% | $134,509-97.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -20.32% | -2.72%-17.6pp | 0.15%-20.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,683 | $4,693-64.1% | $3,985-57.8% | $6,400-73.7% |
| Admin fee / account holder | $73 | $9,129-99.2% | $6,834-98.9% | $11,427-99.4% |