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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 | $4,104 | $110,039-96.3% | $97,260-95.8% | $145,884-97.2% |
| Participation rate | 93.8% | 75.9%+17.8pp | 72.7%+21.1pp | 80.3%+13.4pp |
| Annual return | 0.00% | 244.44%-244.4pp | 75.54%-75.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,747 | $3,074-43.2% | $2,721-35.8% | $4,662-62.5% |
| Participant deferral / active EE | $2,379 | $4,674-49.1% | $4,262-44.2% | $6,690-64.4% |
| Admin fee / account holder | $110 | $6,204-98.2% | $5,640-98.1% | $13,392-99.2% |