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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 | $12,833 | $138,072-90.7% | $123,549-89.6% | $135,382-90.5% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -9.15% | 153.69%-162.8pp | 119.20%-128.4pp | 519.77%-528.9pp |
| Employer contribution / active EE | $2,881 | $5,152-44.1% | $4,628-37.8% | $4,779-39.7% |
| Participant deferral / active EE | $4,292 | $6,799-36.9% | $6,426-33.2% | $5,609-23.5% |
| Admin fee / account holder | $60 | $10,917-99.5% | $9,284-99.4% | $10,829-99.4% |