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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 | $18,474 | $232,540-92.1% | $185,117-90.0% | $147,586-87.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,583 | $5,195-69.5% | $4,182-62.1% | $4,876-67.5% |
| Participant deferral / active EE | $16,391 | $5,834+181.0% | $5,045+224.9% | $5,439+201.4% |
| Admin fee / account holder | $19 | $10,275-99.8% | $8,159-99.8% | $10,886-99.8% |