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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 | $1,725 | $156,927-98.9% | $121,169-98.6% | $139,456-98.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 30.68% | 1475.85%-1445.2pp | 986.71%-956.0pp | 373.45%-342.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,705 | $4,848-64.8% | $4,083-58.2% | $6,711-74.6% |
| Admin fee / account holder | $284 | $6,946-95.9% | $5,645-95.0% | $11,407-97.5% |