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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 | $13,104 | $97,732-86.6% | $83,831-84.4% | $135,380-90.3% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.54% | 1287.56%-1297.1pp | 850.99%-860.5pp | 519.81%-529.3pp |
| Employer contribution / active EE | $858 | $4,222-79.7% | $3,631-76.4% | $4,779-82.1% |
| Participant deferral / active EE | $2,298 | $4,683-50.9% | $4,082-43.7% | $5,609-59.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |