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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 | $10,070 | $135,645-92.6% | $110,243-90.9% | $135,380-92.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.65% | 513.24%-517.9pp | 314.76%-319.4pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,322 | $4,907-52.7% | $3,827-39.3% | $4,779-51.4% |
| Participant deferral / active EE | $2,355 | $5,507-57.2% | $4,672-49.6% | $5,609-58.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |