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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 | $4,067 | $118,869-96.6% | $96,575-95.8% | $167,518-97.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,909 | $3,120-38.8% | $2,357-19.0% | $4,838-60.5% |
| Participant deferral / active EE | $1,999 | $4,616-56.7% | $3,849-48.1% | $6,342-68.5% |
| Admin fee / account holder | $7 | $8,067-99.9% | $6,182-99.9% | $12,312-99.9% |