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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 | $13,526 | $135,645-90.0% | $110,243-87.7% | $135,380-90.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.86% | 513.24%-521.1pp | 314.76%-322.6pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,113 | $4,907-36.6% | $3,827-18.6% | $4,779-34.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $83 | $11,458-99.3% | $8,548-99.0% | $10,828-99.2% |