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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 | $23,174 | $150,446-84.6% | $136,297-83.0% | $147,585-84.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $7,275 | $5,256+38.4% | $4,696+54.9% | $4,876+49.2% |
| Participant deferral / active EE | $9,726 | $6,631+46.7% | $6,247+55.7% | $5,439+78.8% |
| Admin fee / account holder | $142 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |