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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 | $166,020-93.9% | $164,866-93.8% | $145,959-93.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.08%-100.1pp | 69.97%-70.0pp | 561.95%-561.9pp |
| Employer contribution / active EE | $3,193 | $5,275-39.5% | $4,343-26.5% | $4,661-31.5% |
| Participant deferral / active EE | $6,818 | $6,961-2.1% | $6,033+13.0% | $6,689+1.9% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |