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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 | $10,509 | $82,630-87.3% | $64,105-83.6% | $125,389-91.6% |
| Participation rate | 86.7% | 75.9%+10.8pp | 68.2%+18.5pp | 83.2%+3.5pp |
| Annual return | -1.63% | 1489.72%-1491.3pp | 791.24%-792.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,085 | $2,671-59.4% | $1,820-40.4% | $4,866-77.7% |
| Participant deferral / active EE | $3,302 | $3,608-8.5% | $2,822+17.0% | $5,352-38.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |