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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 | $15,395 | $180,459-91.5% | $154,108-90.0% | $135,380-88.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.64% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $5,503 | $6,035-8.8% | $5,298+3.9% | $4,779+15.1% |
| Participant deferral / active EE | $12,440 | $5,806+114.3% | $5,081+144.9% | $5,609+121.8% |
| Admin fee / account holder | $25 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |