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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 | $17,661 | $167,362-89.4% | $143,799-87.7% | $134,532-86.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.06% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,034 | $5,620-46.0% | $4,952-38.7% | $4,741-36.0% |
| Participant deferral / active EE | $5,331 | $6,447-17.3% | $5,638-5.4% | $6,401-16.7% |
| Admin fee / account holder | $16 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |