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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 | $3,318 | $112,915-97.1% | $90,965-96.4% | $158,950-97.9% |
| Participation rate | 94.7% | 74.7%+20.0pp | 69.0%+25.7pp | 82.0%+12.8pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,011 | $2,894-65.1% | $2,122-52.4% | $4,762-78.8% |
| Participant deferral / active EE | $1,820 | $4,128-55.9% | $3,373-46.0% | $5,983-69.6% |
| Admin fee / account holder | $139 | $8,044-98.3% | $5,960-97.7% | $11,248-98.8% |