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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 | $4,531 | $109,863-95.9% | $98,477-95.4% | $167,518-97.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.53% | 1958.09%-1939.6pp | 1493.59%-1475.1pp | 478.71%-460.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,507 | $4,673-46.4% | $4,276-41.4% | $6,342-60.5% |
| Admin fee / account holder | $14 | $6,755-99.8% | $5,951-99.8% | $12,312-99.9% |