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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 | $5,853 | $109,863-94.7% | $98,477-94.1% | $167,518-96.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,134 | $3,225-64.8% | $2,961-61.7% | $4,838-76.6% |
| Participant deferral / active EE | $5,598 | $4,673+19.8% | $4,276+30.9% | $6,342-11.7% |
| Admin fee / account holder | $81 | $6,755-98.8% | $5,951-98.6% | $12,312-99.3% |