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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 | $7,521 | $190,916-96.1% | $160,037-95.3% | $134,545-94.4% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.0%+16.1pp | 81.2%+12.9pp |
| Annual return | -8.81% | 552.79%-561.6pp | 408.95%-417.8pp | 418.37%-427.2pp |
| Employer contribution / active EE | $3,015 | $4,996-39.6% | $4,226-28.6% | $4,742-36.4% |
| Participant deferral / active EE | $1,753 | $6,925-74.7% | $6,184-71.6% | $6,401-72.6% |
| Admin fee / account holder | $219 | $10,497-97.9% | $8,716-97.5% | $11,431-98.1% |