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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 | $18,333 | $160,059-88.5% | $140,019-86.9% | $135,382-86.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.73% | 911.44%-919.2pp | 651.15%-658.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $2,175 | $6,420-66.1% | $5,605-61.2% | $4,779-54.5% |
| Participant deferral / active EE | $4,658 | $7,641-39.0% | $6,927-32.7% | $5,609-16.9% |
| Admin fee / account holder | $169 | $13,328-98.7% | $10,705-98.4% | $10,829-98.4% |