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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 | $7,077 | $92,766-92.4% | $82,763-91.4% | $134,545-94.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.15% | 946.97%-966.1pp | 702.45%-721.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,702 | $3,273-48.0% | $3,008-43.4% | $4,742-64.1% |
| Participant deferral / active EE | $2,452 | $4,802-48.9% | $4,395-44.2% | $6,401-61.7% |
| Admin fee / account holder | $216 | $5,978-96.4% | $5,325-95.9% | $11,431-98.1% |