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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 | $17,049 | $168,635-89.9% | $147,617-88.5% | $125,389-86.4% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.89% | 77.65%-80.5pp | 61.98%-64.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $4,289 | $6,252-31.4% | $5,564-22.9% | $4,866-11.9% |
| Participant deferral / active EE | $5,099 | $5,507-7.4% | $4,895+4.2% | $5,352-4.7% |
| Admin fee / account holder | $121 | $13,580-99.1% | $11,612-99.0% | $9,541-98.7% |