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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 | $5,033 | $144,130-96.5% | $117,860-95.7% | $147,585-96.6% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.10%-335.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,556 | $4,897-68.2% | $3,786-58.9% | $4,876-68.1% |
| Participant deferral / active EE | $2,695 | $5,316-49.3% | $4,482-39.9% | $5,439-50.5% |
| Admin fee / account holder | $24 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |