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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 | $8,489 | $150,442-94.4% | $136,295-93.8% | $147,585-94.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 0.00% | 1049.09%-1049.1pp | 5155.97%-5156.0pp | 578.56%-578.6pp |
| Employer contribution / active EE | $1,100 | $5,256-79.1% | $4,695-76.6% | $4,876-77.4% |
| Participant deferral / active EE | $5,482 | $6,630-17.3% | $6,247-12.3% | $5,439+0.8% |
| Admin fee / account holder | $19 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |