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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 | $6,569 | $92,743-92.9% | $82,744-92.1% | $134,532-95.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -20.15% | 946.63%-966.8pp | 702.22%-722.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,782 | $3,273-45.6% | $3,008-40.8% | $4,741-62.4% |
| Participant deferral / active EE | $2,324 | $4,802-51.6% | $4,395-47.1% | $6,401-63.7% |
| Admin fee / account holder | $213 | $5,977-96.4% | $5,325-96.0% | $11,429-98.1% |