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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 | $5,692 | $121,701-95.3% | $104,639-94.6% | $158,982-96.4% |
| Participation rate | 93.8% | 77.5%+16.2pp | 74.1%+19.7pp | 82.0%+11.8pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,009 | $3,165-36.5% | $2,682-25.1% | $4,763-57.8% |
| Participant deferral / active EE | $2,642 | $4,176-36.7% | $3,738-29.3% | $5,983-55.8% |
| Admin fee / account holder | $56 | $7,778-99.3% | $6,465-99.1% | $11,252-99.5% |