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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 | $22,714 | $171,867-86.8% | $149,721-84.8% | $147,586-84.6% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $12,439 | $6,275+98.2% | $5,444+128.5% | $4,876+155.1% |
| Participant deferral / active EE | $6,518 | $7,270-10.4% | $6,568-0.8% | $5,439+19.8% |
| Admin fee / account holder | $30 | $13,799-99.8% | $11,282-99.7% | $10,886-99.7% |