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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 | $17,950 | $82,674-78.3% | $125,381-85.7% | $68,486-73.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.36% | -5.97%-13.4pp | 572.31%-591.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,752 | $3,382-18.6% | $4,815-42.8% | $2,597+6.0% |
| Participant deferral / active EE | $3,487 | $6,111-42.9% | $7,448-53.2% | $4,028-13.4% |
| Admin fee / account holder | $121 | $6,277-98.1% | $10,007-98.8% | $5,404-97.8% |