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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 | $1,962 | $100,895-98.1% | $90,430-97.8% | $158,950-98.8% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $779 | $3,689-78.9% | $3,262-76.1% | $4,762-83.6% |
| Participant deferral / active EE | $917 | $4,347-78.9% | $3,963-76.9% | $5,983-84.7% |
| Admin fee / account holder | $6 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |