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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 | $4,234 | $104,924-96.0% | $84,623-95.0% | $152,885-97.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,107 | $3,302-36.2% | $2,652-20.6% | $4,763-55.8% |
| Participant deferral / active EE | $2,107 | $4,689-55.1% | $3,899-46.0% | $5,851-64.0% |
| Admin fee / account holder | $278 | $6,242-95.5% | $4,913-94.3% | $11,598-97.6% |