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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 | $2,834 | $96,388-97.1% | $80,627-96.5% | $139,466-98.0% |
| Participation rate | 93.3% | 73.6%+19.7pp | 67.0%+26.3pp | 80.3%+13.0pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,373 | $3,260-57.9% | $2,723-49.6% | $4,754-71.1% |
| Participant deferral / active EE | $2,085 | $5,224-60.1% | $4,443-53.1% | $6,712-68.9% |
| Admin fee / account holder | $265 | $6,603-96.0% | $5,381-95.1% | $11,409-97.7% |