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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 | $11,935 | $138,114-91.4% | $125,391-90.5% | $134,545-91.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.03% | 750.88%-757.9pp | 572.41%-579.4pp | 418.37%-425.4pp |
| Employer contribution / active EE | $2,583 | $5,246-50.8% | $4,816-46.4% | $4,742-45.5% |
| Participant deferral / active EE | $5,113 | $7,801-34.5% | $7,448-31.4% | $6,401-20.1% |
| Admin fee / account holder | $94 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |