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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 | $10,141 | $166,268-93.9% | $165,100-93.9% | $145,897-93.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,193 | $5,284-39.6% | $4,348-26.6% | $4,663-31.5% |
| Participant deferral / active EE | $6,818 | $6,964-2.1% | $6,035+13.0% | $6,689+1.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |