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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 | $10,972 | $110,801-90.1% | $86,615-87.3% | $167,536-93.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,171 | $3,245+28.5% | $2,496+67.1% | $4,839-13.8% |
| Participant deferral / active EE | $11,423 | $4,547+151.2% | $3,699+208.8% | $6,342+80.1% |
| Admin fee / account holder | $24 | $8,417-99.7% | $5,830-99.6% | $12,315-99.8% |