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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 | $21,862 | $135,645-83.9% | $110,243-80.2% | $135,380-83.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.29% | 513.24%-521.5pp | 314.76%-323.0pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,241 | $4,907-54.3% | $3,827-41.4% | $4,779-53.1% |
| Participant deferral / active EE | $4,616 | $5,507-16.2% | $4,672-1.2% | $5,609-17.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |