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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 | $11,931 | $138,114-91.4% | $125,391-90.5% | $134,545-91.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,659 | $5,246-49.3% | $4,816-44.8% | $4,742-43.9% |
| Participant deferral / active EE | $11,508 | $7,801+47.5% | $7,448+54.5% | $6,401+79.8% |
| Admin fee / account holder | $76 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |