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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 | $18,608 | $160,059-88.4% | $140,019-86.7% | $135,380-86.3% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,033 | $6,420-68.3% | $5,605-63.7% | $4,779-57.5% |
| Participant deferral / active EE | $8,059 | $7,641+5.5% | $6,927+16.4% | $5,609+43.7% |
| Admin fee / account holder | $56 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |