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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 | $14,617 | $138,078-89.4% | $125,363-88.3% | $134,509-89.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.50% | 750.49%-767.0pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,029 | $5,245-61.3% | $4,815-57.9% | $4,741-57.2% |
| Participant deferral / active EE | $3,432 | $7,800-56.0% | $7,447-53.9% | $6,400-46.4% |
| Admin fee / account holder | $28 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |