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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 | $2,702 | $110,551-97.6% | $80,741-96.7% | $167,536-98.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $861 | $1,543-44.2% | $1,160-25.8% | $4,839-82.2% |
| Participant deferral / active EE | $1,779 | $2,870-38.0% | $2,145-17.1% | $6,342-72.0% |
| Admin fee / account holder | $98 | $4,547-97.8% | $3,380-97.1% | $12,315-99.2% |