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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 | $8,001 | $183,516-95.6% | $155,534-94.9% | $145,884-94.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,087 | $5,315-60.7% | $4,675-55.4% | $4,662-55.2% |
| Participant deferral / active EE | $7,448 | $6,467+15.2% | $5,630+32.3% | $6,690+11.3% |
| Admin fee / account holder | $9 | $19,293-100.0% | $15,900-99.9% | $13,392-99.9% |