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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 | $4,466 | $58,241-92.3% | $81,780-94.5% | $80,911-94.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 0.00% | 41.73%-41.7pp | 776.27%-776.3pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,988 | $2,343-15.2% | $2,914-31.8% | $2,756-27.9% |
| Participant deferral / active EE | $3,300 | $3,283+0.5% | $4,321-23.6% | $4,297-23.2% |
| Admin fee / account holder | $62 | $4,973-98.7% | $7,384-99.2% | $6,935-99.1% |