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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 | $11,961 | $97,732-87.8% | $83,831-85.7% | $135,380-91.2% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,936 | $4,222-30.5% | $3,631-19.2% | $4,779-38.6% |
| Participant deferral / active EE | $7,198 | $4,683+53.7% | $4,082+76.3% | $5,609+28.3% |
| Admin fee / account holder | $29 | $6,675-99.6% | $5,479-99.5% | $10,828-99.7% |