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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 | $10,211 | $176,688-94.2% | $130,660-92.2% | $152,897-93.3% |
| Participation rate | 88.9% | 79.0%+9.9pp | 71.7%+17.1pp | 82.5%+6.4pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,628 | $5,743-36.8% | $4,092-11.3% | $4,764-23.8% |
| Participant deferral / active EE | $4,645 | $4,362+6.5% | $3,603+28.9% | $5,851-20.6% |
| Admin fee / account holder | $6 | $7,131-99.9% | $5,463-99.9% | $11,599-99.9% |