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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 | $2,700 | $106,557-97.5% | $91,227-97.0% | $134,545-98.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $911 | $3,332-72.7% | $2,851-68.0% | $4,742-80.8% |
| Participant deferral / active EE | $1,787 | $4,719-62.1% | $4,234-57.8% | $6,401-72.1% |
| Admin fee / account holder | $6 | $6,235-99.9% | $5,423-99.9% | $11,431-99.9% |