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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 | $8,263 | $48,274-82.9% | $63,244-86.9% | $59,633-86.1% |
| Participation rate | 95.7% | 66.3%+29.4pp | 71.0%+24.7pp | 68.7%+27.1pp |
| Annual return | -1.01% | -240.79%+239.8pp | -70.31%+69.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $903 | $1,586-43.1% | $2,322-61.1% | $2,203-59.0% |
| Participant deferral / active EE | $1,430 | $2,343-39.0% | $2,953-51.6% | $3,192-55.2% |
| Admin fee / account holder | $225 | $3,600-93.8% | $5,893-96.2% | $4,297-94.8% |