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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 | $14,752 | $106,918-86.2% | $84,021-82.4% | $152,897-90.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,324 | $2,735-15.0% | $1,984+17.2% | $4,764-51.2% |
| Participant deferral / active EE | $4,885 | $4,012+21.8% | $3,239+50.8% | $5,851-16.5% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |