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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 | $6,441 | $100,938-93.6% | $90,461-92.9% | $158,982-95.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,174 | $3,691-68.2% | $3,264-64.0% | $4,763-75.3% |
| Participant deferral / active EE | $7,755 | $4,350+78.3% | $3,964+95.6% | $5,983+29.6% |
| Admin fee / account holder | $2 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |