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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 | $3,147 | $156,927-98.0% | $121,169-97.4% | $139,456-97.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,150 | $5,542-79.2% | $4,168-72.4% | $4,753-75.8% |
| Participant deferral / active EE | $1,564 | $4,848-67.7% | $4,083-61.7% | $6,711-76.7% |
| Admin fee / account holder | $113 | $6,946-98.4% | $5,645-98.0% | $11,407-99.0% |