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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 | $17,192 | $217,432-92.1% | $185,851-90.7% | $167,553-89.7% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,419 | $5,874-75.8% | $5,168-72.5% | $4,840-70.7% |
| Participant deferral / active EE | $6,126 | $6,357-3.6% | $5,569+10.0% | $6,343-3.4% |
| Admin fee / account holder | $47 | $19,820-99.8% | $16,245-99.7% | $12,316-99.6% |