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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 | $14,471 | $148,623-90.3% | $135,974-89.4% | $139,466-89.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,934 | $5,246-44.1% | $4,859-39.6% | $4,754-38.3% |
| Participant deferral / active EE | $7,102 | $8,103-12.4% | $7,760-8.5% | $6,712+5.8% |
| Admin fee / account holder | $207 | $12,406-98.3% | $10,767-98.1% | $11,409-98.2% |