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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 | $1,628 | $100,911-98.4% | $90,440-98.2% | $158,966-99.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $807 | $3,690-78.1% | $3,263-75.3% | $4,762-83.1% |
| Participant deferral / active EE | $1,146 | $4,348-73.6% | $3,964-71.1% | $5,983-80.8% |
| Admin fee / account holder | $3 | $6,507-100.0% | $5,615-99.9% | $11,250-100.0% |