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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 | $3,069 | $95,975-96.8% | $74,549-95.9% | $135,379-97.7% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,458 | $2,716-46.3% | $1,961-25.7% | $4,779-69.5% |
| Participant deferral / active EE | $1,885 | $3,844-51.0% | $3,108-39.4% | $5,609-66.4% |
| Admin fee / account holder | $18 | $6,522-99.7% | $5,059-99.6% | $10,828-99.8% |