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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 | $11,637 | $97,732-88.1% | $83,831-86.1% | $135,380-91.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.41% | 1287.56%-1294.0pp | 850.99%-857.4pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,416 | $4,222-66.5% | $3,631-61.0% | $4,779-70.4% |
| Participant deferral / active EE | $1,562 | $4,683-66.7% | $4,082-61.7% | $5,609-72.2% |
| Admin fee / account holder | $48 | $6,675-99.3% | $5,479-99.1% | $10,828-99.6% |