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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 | $5,320 | $96,678-94.5% | $86,640-93.9% | $139,466-96.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,587 | $3,265-20.8% | $3,024-14.5% | $4,754-45.6% |
| Participant deferral / active EE | $5,244 | $4,837+8.4% | $4,438+18.1% | $6,712-21.9% |
| Admin fee / account holder | $63 | $6,410-99.0% | $5,616-98.9% | $11,409-99.4% |