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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 | $8,328 | $97,732-91.5% | $83,831-90.1% | $135,380-93.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,827 | $4,222+14.3% | $3,631+32.9% | $4,779+1.0% |
| Participant deferral / active EE | $4,885 | $4,683+4.3% | $4,082+19.7% | $5,609-12.9% |
| Admin fee / account holder | $13 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |