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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 | $1,120 | $76,522-98.5% | $56,033-98.0% | $145,884-99.2% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 13.12% | 3014.28%-3001.2pp | 1711.38%-1698.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $417 | $2,624-84.1% | $1,954-78.7% | $6,690-93.8% |
| Admin fee / account holder | $191 | $3,328-94.3% | $2,827-93.2% | $13,392-98.6% |