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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 | $10,569 | $176,105-94.0% | $159,474-93.4% | $167,536-93.7% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,396 | $5,299-54.8% | $4,831-50.4% | $4,839-50.5% |
| Participant deferral / active EE | $5,733 | $7,751-26.0% | $7,353-22.0% | $6,342-9.6% |
| Admin fee / account holder | $8 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |