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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 | $19,966 | $217,432-90.8% | $185,849-89.3% | $167,536-88.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $9,478 | $5,875+61.3% | $5,169+83.4% | $4,839+95.9% |
| Participant deferral / active EE | $10,073 | $6,357+58.4% | $5,569+80.9% | $6,342+58.8% |
| Admin fee / account holder | $156 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |