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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 | $26,315 | $180,459-85.4% | $154,108-82.9% | $135,380-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.13% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,296 | $6,035-62.0% | $5,298-56.7% | $4,779-52.0% |
| Participant deferral / active EE | $7,584 | $5,806+30.6% | $5,081+49.3% | $5,609+35.2% |
| Admin fee / account holder | $47 | $16,145-99.7% | $13,411-99.6% | $10,828-99.6% |