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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 | $10,702 | $112,121-90.5% | $95,960-88.8% | $158,966-93.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,199 | $3,199+31.2% | $2,541+65.2% | $4,762-11.8% |
| Participant deferral / active EE | $5,182 | $4,784+8.3% | $4,167+24.4% | $5,983-13.4% |
| Admin fee / account holder | $24 | $10,135-99.8% | $6,797-99.6% | $11,250-99.8% |