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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 | $17,034 | $154,159-89.0% | $130,026-86.9% | $139,456-87.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.50%-32.5pp | -137.26%+137.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $6,498 | $5,292+22.8% | $4,321+50.4% | $4,753+36.7% |
| Participant deferral / active EE | $9,430 | $6,710+40.5% | $5,821+62.0% | $6,711+40.5% |
| Admin fee / account holder | $125 | $14,001-99.1% | $10,608-98.8% | $11,407-98.9% |