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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 | $6,004 | $106,551-94.4% | $91,225-93.4% | $134,532-95.5% |
| Participation rate | 95.8% | 76.8%+19.0pp | 73.2%+22.6pp | 81.2%+14.6pp |
| Annual return | -13.88% | 160.78%-174.7pp | 114.12%-128.0pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,427 | $3,331-57.2% | $2,851-49.9% | $4,741-69.9% |
| Participant deferral / active EE | $3,789 | $4,718-19.7% | $4,233-10.5% | $6,401-40.8% |
| Admin fee / account holder | $259 | $6,234-95.9% | $5,422-95.2% | $11,429-97.7% |