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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 | $5,878 | $88,596-93.4% | $70,098-91.6% | $134,509-95.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.76%-190.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,517 | $3,235-22.2% | $2,560-1.7% | $4,741-46.9% |
| Participant deferral / active EE | $4,290 | $4,772-10.1% | $3,849+11.4% | $6,400-33.0% |
| Admin fee / account holder | $208 | $10,441-98.0% | $6,266-96.7% | $11,427-98.2% |