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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 | $6,399 | $106,551-94.0% | $91,225-93.0% | $134,532-95.2% |
| Participation rate | 95.7% | 76.8%+18.8pp | 73.2%+22.5pp | 81.2%+14.4pp |
| Annual return | -20.61% | 160.78%-181.4pp | 114.12%-134.7pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,151 | $3,331-65.4% | $2,851-59.6% | $4,741-75.7% |
| Participant deferral / active EE | $1,661 | $4,718-64.8% | $4,233-60.8% | $6,401-74.0% |
| Admin fee / account holder | $26 | $6,234-99.6% | $5,422-99.5% | $11,429-99.8% |