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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 | $25,004 | $198,470-87.4% | $170,444-85.3% | $147,585-83.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.56%-578.6pp |
| Employer contribution / active EE | $2,475 | $6,184-60.0% | $5,433-54.4% | $4,876-49.2% |
| Participant deferral / active EE | $11,986 | $5,629+112.9% | $4,939+142.6% | $5,439+120.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |