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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 | $9,094 | $138,078-93.4% | $125,363-92.7% | $134,509-93.2% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -20.32% | 750.49%-770.8pp | 572.15%-592.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,798 | $5,245-65.7% | $4,815-62.6% | $4,741-62.1% |
| Participant deferral / active EE | $3,952 | $7,800-49.3% | $7,447-46.9% | $6,400-38.3% |
| Admin fee / account holder | $17 | $11,566-99.9% | $10,005-99.8% | $11,427-99.9% |