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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 | $14,034 | $138,114-89.8% | $125,391-88.8% | $134,545-89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.27% | 750.88%-771.2pp | 572.41%-592.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,420 | $5,246-53.9% | $4,816-49.7% | $4,742-49.0% |
| Participant deferral / active EE | $6,835 | $7,801-12.4% | $7,448-8.2% | $6,401+6.8% |
| Admin fee / account holder | $13 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |