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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 | $5,098 | $115,814-95.6% | $101,275-95.0% | $158,982-96.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,728 | $4,176-58.6% | $3,660-52.8% | $4,763-63.7% |
| Participant deferral / active EE | $2,621 | $4,958-47.1% | $4,371-40.0% | $5,983-56.2% |
| Admin fee / account holder | $9 | $7,249-99.9% | $5,948-99.8% | $11,252-99.9% |