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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 | $5,324 | $91,536-94.2% | $130,062-95.9% | $75,177-92.9% |
| Participation rate | 85.2% | 71.5%+13.7pp | 78.5%+6.7pp | 67.2%+18.0pp |
| Annual return | 41.53% | -631.62%+673.1pp | -137.37%+178.9pp | 160.75%-119.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,317 | $4,343-46.7% | $5,821-60.2% | $4,126-43.9% |
| Admin fee / account holder | $256 | $6,780-96.2% | $10,601-97.6% | $5,651-95.5% |