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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 | $1,891 | $110,551-98.3% | $80,741-97.7% | $167,518-98.9% |
| Participation rate | 91.7% | 64.0%+27.7pp | 54.2%+37.5pp | 82.1%+9.6pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $296 | $1,543-80.8% | $1,160-74.5% | $4,838-93.9% |
| Participant deferral / active EE | $440 | $2,870-84.7% | $2,145-79.5% | $6,342-93.1% |
| Admin fee / account holder | $18 | $4,547-99.6% | $3,380-99.5% | $12,312-99.9% |