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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 | $28,000 | $180,459-84.5% | $154,108-81.8% | $135,380-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.40% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $8,072 | $6,035+33.8% | $5,298+52.4% | $4,779+68.9% |
| Participant deferral / active EE | $6,178 | $5,806+6.4% | $5,081+21.6% | $5,609+10.1% |
| Admin fee / account holder | $282 | $16,145-98.3% | $13,411-97.9% | $10,828-97.4% |