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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 | $5,425 | $167,353-96.8% | $143,797-96.2% | $134,545-96.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -19.09% | 0.48%-19.6pp | -0.04%-19.0pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,568 | $5,620-54.3% | $4,952-48.2% | $4,742-45.9% |
| Participant deferral / active EE | $2,191 | $6,447-66.0% | $5,638-61.1% | $6,401-65.8% |
| Admin fee / account holder | $140 | $18,096-99.2% | $14,679-99.0% | $11,431-98.8% |