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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 | $487 | $27,924-98.3% | $58,544-99.2% | $75,181-99.4% |
| Participation rate | 94.1% | 38.8%+55.3pp | 50.9%+43.3pp | 67.2%+26.9pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $580 | $1,202-51.8% | $1,923-69.9% | $4,126-86.0% |
| Admin fee / account holder | $34 | $1,726-98.0% | $2,520-98.6% | $5,650-99.4% |