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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 | $13,428 | $82,630-83.7% | $64,105-79.1% | $125,389-89.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.34% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,734 | $2,671+2.4% | $1,820+50.2% | $4,866-43.8% |
| Participant deferral / active EE | $2,529 | $3,608-29.9% | $2,822-10.4% | $5,352-52.7% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |