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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 | $14,248 | $95,975-85.2% | $74,552-80.9% | $135,382-89.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.21% | 56.96%-63.2pp | 32.53%-38.7pp | 519.77%-526.0pp |
| Employer contribution / active EE | $783 | $2,716-71.2% | $1,961-60.1% | $4,779-83.6% |
| Participant deferral / active EE | $5,088 | $3,844+32.4% | $3,108+63.7% | $5,609-9.3% |
| Admin fee / account holder | $82 | $6,522-98.7% | $5,060-98.4% | $10,829-99.2% |