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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 | $19,706 | $209,422-90.6% | $178,503-89.0% | $158,982-87.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,521 | $5,707-73.4% | $5,011-69.7% | $4,763-68.1% |
| Participant deferral / active EE | $3,484 | $5,955-41.5% | $5,202-33.0% | $5,983-41.8% |
| Admin fee / account holder | $261 | $17,079-98.5% | $13,987-98.1% | $11,252-97.7% |