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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 | $14,289 | $160,070-91.1% | $147,117-90.3% | $145,897-90.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,395 | $5,285-54.7% | $4,932-51.4% | $4,663-48.6% |
| Participant deferral / active EE | $4,295 | $8,419-49.0% | $8,065-46.7% | $6,689-35.8% |
| Admin fee / account holder | $253 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |