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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 | $59,282 | $267,312-77.8% | $245,396-75.8% | $233,076-74.6% |
| Participation rate | 100.0% | 51.5%+48.5pp | 43.0%+57.0pp | 46.4%+53.6pp |
| Annual return | -3.73% | -1035.07%+1031.3pp | -752.26%+748.5pp | -82.66%+78.9pp |
| Employer contribution / active EE | $14,786 | $39,756-62.8% | $31,802-53.5% | $43,771-66.2% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $163 | $1,364-88.1% | $1,223-86.7% | $11,204-98.5% |