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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 | $138,068-89.8% | $125,358-88.8% | $134,493-89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.27% | 750.30%-770.6pp | 572.03%-592.3pp | 418.01%-438.3pp |
| Employer contribution / active EE | $2,420 | $5,244-53.8% | $4,814-49.7% | $4,740-48.9% |
| Participant deferral / active EE | $6,835 | $7,799-12.4% | $7,447-8.2% | $6,400+6.8% |
| Admin fee / account holder | $13 | $11,568-99.9% | $10,007-99.9% | $11,425-99.9% |