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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 | $2,606 | $202,460-98.7% | $169,385-98.5% | $139,456-98.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 532.07%-532.1pp | 405.82%-405.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $680 | $4,691-85.5% | $4,012-83.0% | $4,753-85.7% |
| Participant deferral / active EE | $1,756 | $6,938-74.7% | $6,221-71.8% | $6,711-73.8% |
| Admin fee / account holder | $67 | $10,719-99.4% | $9,011-99.3% | $11,407-99.4% |