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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 | $12,986 | $80,812-83.9% | $160,784-91.9% | $82,448-84.2% |
| Participation rate | 74.3% | 66.2%+8.1pp | 77.0%-2.7pp | 68.1%+6.2pp |
| Annual return | 17.52% | 100.59%-83.1pp | 1803.92%-1786.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,866 | $4,335-33.9% | $6,293-54.5% | $4,139-30.8% |
| Admin fee / account holder | $259 | $7,695-96.6% | $9,717-97.3% | $7,234-96.4% |