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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 | $4,461 | $114,119-96.1% | $107,187-95.8% | $138,895-96.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,344 | $4,059-66.9% | $3,782-64.5% | $4,194-68.0% |
| Participant deferral / active EE | $2,941 | $5,538-46.9% | $5,096-42.3% | $6,396-54.0% |
| Admin fee / account holder | $100 | $10,024-99.0% | $9,162-98.9% | $12,562-99.2% |