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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 | $4,788 | $108,695-95.6% | $74,722-93.6% | $152,897-96.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,567 | $1,504+4.2% | $1,084+44.5% | $4,764-67.1% |
| Participant deferral / active EE | $2,870 | $2,712+5.8% | $1,963+46.2% | $5,851-51.0% |
| Admin fee / account holder | $9 | $4,906-99.8% | $3,335-99.7% | $11,599-99.9% |