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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 | $14,884 | $102,429-85.5% | $147,096-89.9% | $80,925-81.6% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 23.72% | 135.02%-111.3pp | 419.75%-396.0pp | 35.65%-11.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,471 | $6,649+27.4% | $8,071+5.0% | $4,299+97.1% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |