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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 | $6,696 | $133,981-95.0% | $112,249-94.0% | $134,532-95.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.67% | 47.16%-61.8pp | 27.48%-42.2pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,073 | $5,292-41.9% | $4,729-35.0% | $6,401-52.0% |
| Admin fee / account holder | $31 | $7,492-99.6% | $6,412-99.5% | $11,429-99.7% |