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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 | $2,621 | $96,388-97.3% | $80,627-96.7% | $139,466-98.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 41.89% | 1352.08%-1310.2pp | 936.76%-894.9pp | 373.66%-331.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,935 | $5,224-63.0% | $4,443-56.4% | $6,712-71.2% |
| Admin fee / account holder | $155 | $6,603-97.7% | $5,381-97.1% | $11,409-98.6% |