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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 | $2,773 | $99,668-97.2% | $86,451-96.8% | $134,545-97.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,441 | $7,249-66.3% | $6,953-64.9% | $6,401-61.9% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |