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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 | $5,710 | $96,643-94.1% | $86,617-93.4% | $139,456-95.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,606 | $3,264-50.8% | $3,023-46.9% | $4,753-66.2% |
| Participant deferral / active EE | $4,085 | $4,835-15.5% | $4,437-7.9% | $6,711-39.1% |
| Admin fee / account holder | $29 | $6,406-99.5% | $5,613-99.5% | $11,407-99.7% |