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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 | $5,532 | $60,139-90.8% | $90,461-93.9% | $79,856-93.1% |
| Participation rate | 84.0% | 65.0%+19.0pp | 72.7%+11.3pp | 69.6%+14.4pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,986 | $2,939+35.6% | $3,964+0.5% | $3,741+6.5% |
| Admin fee / account holder | $15 | $3,978-99.6% | $5,617-99.7% | $5,306-99.7% |