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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 | $9,930 | $82,674-88.0% | $125,381-92.1% | $68,486-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.81% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,864 | $3,382-44.9% | $4,815-61.3% | $2,597-28.2% |
| Participant deferral / active EE | $3,831 | $6,111-37.3% | $7,448-48.6% | $4,028-4.9% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |