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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 | $14,469 | $82,674-82.5% | $125,381-88.5% | $68,486-78.9% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,809 | $3,382-16.9% | $4,815-41.7% | $2,597+8.2% |
| Participant deferral / active EE | $7,802 | $6,111+27.7% | $7,448+4.8% | $4,028+93.7% |
| Admin fee / account holder | $78 | $6,277-98.8% | $10,007-99.2% | $5,404-98.6% |