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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 | $10,007 | $84,685-88.2% | $73,836-86.4% | $125,389-92.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,174 | $3,123-30.4% | $2,787-22.0% | $4,866-55.3% |
| Participant deferral / active EE | $7,931 | $3,993+98.6% | $3,583+121.3% | $5,352+48.2% |
| Admin fee / account holder | $15 | $5,694-99.7% | $4,882-99.7% | $9,541-99.8% |