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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 | $504 | $84,464-99.4% | $61,399-99.2% | $134,509-99.6% |
| Participation rate | 90.9% | 62.2%+28.7pp | 52.6%+38.3pp | 81.2%+9.7pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $222 | $1,545-85.6% | $1,159-80.8% | $4,741-95.3% |
| Participant deferral / active EE | $293 | $2,818-89.6% | $2,124-86.2% | $6,400-95.4% |
| Admin fee / account holder | $13 | $2,587-99.5% | $2,131-99.4% | $11,427-99.9% |