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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 | $12,198 | $138,114-91.2% | $125,391-90.3% | $134,545-90.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $5,201 | $5,246-0.9% | $4,816+8.0% | $4,742+9.7% |
| Participant deferral / active EE | $3,606 | $7,801-53.8% | $7,448-51.6% | $6,401-43.7% |
| Admin fee / account holder | $99 | $11,570-99.1% | $10,009-99.0% | $11,431-99.1% |