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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 | $18,270 | $155,840-88.3% | $124,694-85.3% | $167,553-89.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.93% | 17.98%-4.0pp | 5144.82%-5130.9pp | 478.89%-465.0pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,193 | $5,675-61.4% | $4,615-52.5% | $6,343-65.4% |
| Admin fee / account holder | $9 | $9,536-99.9% | $7,495-99.9% | $12,316-99.9% |