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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 | $5,063 | $58,726-91.4% | $142,898-96.5% | $85,847-94.1% |
| Participation rate | 89.9% | 58.5%+31.4pp | 72.0%+17.9pp | 69.3%+20.6pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,920 | $2,609+88.6% | $3,838+28.2% | $3,952+24.5% |
| Admin fee / account holder | $63 | $4,234-98.5% | $6,560-99.0% | $6,261-99.0% |