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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 | $10,765 | $107,368-90.0% | $92,915-88.4% | $152,909-93.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,745 | $4,222-11.3% | $3,653+2.5% | $4,764-21.4% |
| Participant deferral / active EE | $6,140 | $4,848+26.6% | $4,238+44.9% | $5,851+4.9% |
| Admin fee / account holder | $21 | $7,082-99.7% | $5,796-99.6% | $11,601-99.8% |