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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 | $17,763 | $138,072-87.1% | $123,549-85.6% | $135,382-86.9% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -7.54% | 153.69%-161.2pp | 119.20%-126.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $2,827 | $5,152-45.1% | $4,628-38.9% | $4,779-40.8% |
| Participant deferral / active EE | $4,816 | $6,799-29.2% | $6,426-25.0% | $5,609-14.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |