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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 | $5,258 | $112,131-95.3% | $95,964-94.5% | $158,982-96.7% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,015 | $3,199-37.0% | $2,541-20.7% | $4,763-57.7% |
| Participant deferral / active EE | $2,561 | $4,784-46.5% | $4,167-38.5% | $5,983-57.2% |
| Admin fee / account holder | $57 | $10,136-99.4% | $6,797-99.2% | $11,252-99.5% |