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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 | $4,648 | $104,953-95.6% | $84,637-94.5% | $152,909-97.0% |
| Participation rate | 78.6% | 74.8%+3.7pp | 68.2%+10.3pp | 82.5%-3.9pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,542 | $3,304-53.3% | $2,653-41.9% | $4,764-67.6% |
| Participant deferral / active EE | $2,230 | $4,691-52.5% | $3,900-42.8% | $5,851-61.9% |
| Admin fee / account holder | $96 | $6,244-98.5% | $4,914-98.1% | $11,601-99.2% |