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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 | $6,336 | $133,998-95.3% | $112,263-94.4% | $134,545-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.27% | 47.17%-64.4pp | 27.49%-44.8pp | 418.37%-435.6pp |
| Employer contribution / active EE | $4,226 | $4,040+4.6% | $3,636+16.2% | $4,742-10.9% |
| Participant deferral / active EE | $3,717 | $5,292-29.8% | $4,729-21.4% | $6,401-41.9% |
| Admin fee / account holder | $142 | $7,493-98.1% | $6,410-97.8% | $11,431-98.8% |