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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 | $16,502 | $142,392-88.4% | $119,622-86.2% | $134,532-87.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.23% | -12.46%+3.2pp | -14.98%+5.7pp | 418.27%-427.5pp |
| Employer contribution / active EE | $8,167 | $5,224+56.4% | $4,232+93.0% | $4,741+72.3% |
| Participant deferral / active EE | $5,560 | $6,467-14.0% | $5,601-0.7% | $6,401-13.1% |
| Admin fee / account holder | $247 | $13,593-98.2% | $10,328-97.6% | $11,429-97.8% |