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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 | $2,439 | $92,743-97.4% | $82,744-97.1% | $134,532-98.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,343 | $3,273-59.0% | $3,008-55.4% | $4,741-71.7% |
| Participant deferral / active EE | $2,095 | $4,802-56.4% | $4,395-52.3% | $6,401-67.3% |
| Admin fee / account holder | $195 | $5,977-96.7% | $5,325-96.3% | $11,429-98.3% |