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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 | $7,762 | $106,008-92.7% | $92,240-91.6% | $147,586-94.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,838 | $4,333-57.6% | $3,680-50.1% | $4,876-62.3% |
| Participant deferral / active EE | $6,195 | $4,478+38.3% | $3,897+59.0% | $5,439+13.9% |
| Admin fee / account holder | $61 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |