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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 | $11,673 | $167,362-93.0% | $143,799-91.9% | $134,532-91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.06% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $6,712 | $5,620+19.4% | $4,952+35.5% | $4,741+41.6% |
| Participant deferral / active EE | $4,858 | $6,447-24.6% | $5,638-13.8% | $6,401-24.1% |
| Admin fee / account holder | $134 | $18,094-99.3% | $14,677-99.1% | $11,429-98.8% |