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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 | $12,162 | $138,114-91.2% | $125,391-90.3% | $134,545-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.38% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,416 | $5,246-73.0% | $4,816-70.6% | $4,742-70.1% |
| Participant deferral / active EE | $8,943 | $7,801+14.6% | $7,448+20.1% | $6,401+39.7% |
| Admin fee / account holder | $45 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |