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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 | $2,578 | $102,624-97.5% | $86,200-97.0% | $139,427-98.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 0.00% | 1922.69%-1922.7pp | 1168.58%-1168.6pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $3,033-100.0% | $2,381-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,197 | $4,676-53.0% | $3,986-44.9% | $6,711-67.3% |
| Admin fee / account holder | $4 | $8,658-100.0% | $6,853-99.9% | $11,404-100.0% |