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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 | $1,408 | $96,678-98.5% | $86,640-98.4% | $139,466-99.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 29.22% | 106.69%-77.5pp | 592.52%-563.3pp | 373.66%-344.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $853 | $4,837-82.4% | $4,438-80.8% | $6,712-87.3% |
| Admin fee / account holder | $136 | $6,410-97.9% | $5,616-97.6% | $11,409-98.8% |