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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 | $38,734 | $225,748-82.8% | $136,298-71.6% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | - |
| Annual return | 26.97% | 13.52%+13.4pp | 5156.27%-5129.3pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,696-100.0% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $0 | $10,864-100.0% | $9,244-100.0% | - |