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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 | $4,183 | $100,938-95.9% | $90,461-95.4% | $158,982-97.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,027 | $3,691-72.2% | $3,264-68.5% | $4,763-78.4% |
| Participant deferral / active EE | $2,110 | $4,350-51.5% | $3,964-46.8% | $5,983-64.7% |
| Admin fee / account holder | $5 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |