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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 | $15,206 | $148,582-89.8% | $135,942-88.8% | $139,456-89.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,946 | $5,245-24.8% | $4,858-18.8% | $4,753-17.0% |
| Participant deferral / active EE | $10,066 | $8,101+24.2% | $7,759+29.7% | $6,711+50.0% |
| Admin fee / account holder | $26 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |