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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 | $7,759 | $209,428-96.3% | $178,498-95.7% | $158,950-95.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $3,367 | $5,707-41.0% | $5,011-32.8% | $4,762-29.3% |
| Participant deferral / active EE | $3,367 | $5,955-43.5% | $5,202-35.3% | $5,983-43.7% |
| Admin fee / account holder | $10 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |