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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 | $16,683 | $167,362-90.0% | $143,799-88.4% | $134,532-87.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -18.87% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,660 | $5,620-52.7% | $4,952-46.3% | $4,741-43.9% |
| Participant deferral / active EE | $4,017 | $6,447-37.7% | $5,638-28.8% | $6,401-37.2% |
| Admin fee / account holder | $97 | $18,094-99.5% | $14,677-99.3% | $11,429-99.2% |