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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 | $14,332 | $142,409-89.9% | $119,634-88.0% | $134,545-89.3% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | 62.44% | -12.46%+74.9pp | -14.98%+77.4pp | 418.37%-355.9pp |
| Employer contribution / active EE | $1,586 | $5,224-69.6% | $4,232-62.5% | $4,742-66.6% |
| Participant deferral / active EE | $3,468 | $6,468-46.4% | $5,601-38.1% | $6,401-45.8% |
| Admin fee / account holder | $51 | $13,594-99.6% | $10,329-99.5% | $11,431-99.6% |