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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 | $17,894 | $82,674-78.4% | $125,381-85.7% | $68,486-73.9% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,397 | $3,382+30.0% | $4,815-8.7% | $2,597+69.3% |
| Participant deferral / active EE | $4,171 | $6,111-31.7% | $7,448-44.0% | $4,028+3.6% |
| Admin fee / account holder | $100 | $6,277-98.4% | $10,007-99.0% | $5,404-98.1% |