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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 | $12,529 | $226,135-94.5% | $182,558-93.1% | $152,909-91.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,445 | $4,979-71.0% | $4,076-64.5% | $4,764-69.7% |
| Participant deferral / active EE | $8,025 | $6,371+26.0% | $5,526+45.2% | $5,851+37.1% |
| Admin fee / account holder | $9 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |