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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 | $7,477 | $107,363-93.0% | $92,909-92.0% | $152,897-95.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,855 | $4,222-56.1% | $3,653-49.2% | $4,764-61.1% |
| Participant deferral / active EE | $5,226 | $4,848+7.8% | $4,238+23.3% | $5,851-10.7% |
| Admin fee / account holder | $10 | $7,082-99.9% | $5,795-99.8% | $11,599-99.9% |