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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 | $2,540 | $107,353-97.6% | $92,903-97.3% | $152,885-98.3% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,824 | $4,222-56.8% | $3,653-50.1% | $4,763-61.7% |
| Participant deferral / active EE | $2,980 | $4,848-38.5% | $4,238-29.7% | $5,851-49.1% |
| Admin fee / account holder | $43 | $7,081-99.4% | $5,795-99.3% | $11,598-99.6% |