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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 | $24,325 | $160,059-84.8% | $140,019-82.6% | $135,379-82.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.12% | 911.44%-918.6pp | 651.15%-658.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $6,421 | $6,4200% | $5,605+14.5% | $4,779+34.4% |
| Participant deferral / active EE | $13,329 | $7,641+74.4% | $6,927+92.4% | $5,609+137.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |