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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 | $18,658 | $138,075-86.5% | $123,552-84.9% | $135,379-86.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.36% | 153.70%-159.1pp | 119.20%-124.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $4,966 | $5,152-3.6% | $4,628+7.3% | $4,779+3.9% |
| Participant deferral / active EE | $4,280 | $6,800-37.1% | $6,426-33.4% | $5,609-23.7% |
| Admin fee / account holder | $240 | $10,917-97.8% | $9,285-97.4% | $10,828-97.8% |