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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 | $2,712 | $107,353-97.5% | $92,903-97.1% | $152,885-98.2% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.5%+2.5pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $957 | $4,222-77.3% | $3,653-73.8% | $4,763-79.9% |
| Participant deferral / active EE | $1,456 | $4,848-70.0% | $4,238-65.7% | $5,851-75.1% |
| Admin fee / account holder | $83 | $7,081-98.8% | $5,795-98.6% | $11,598-99.3% |