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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 | $7,326 | $95,917-92.4% | $79,583-90.8% | $134,545-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.19% | -2.70%-3.5pp | 0.16%-6.4pp | 418.37%-424.6pp |
| Employer contribution / active EE | $2,289 | $3,129-26.8% | $2,414-5.2% | $4,742-51.7% |
| Participant deferral / active EE | $5,360 | $4,694+14.2% | $3,986+34.5% | $6,401-16.3% |
| Admin fee / account holder | $94 | $9,132-99.0% | $6,835-98.6% | $11,431-99.2% |