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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 | $2,070 | $58,391-96.5% | $76,657-97.3% | $72,975-97.2% |
| Participation rate | 87.0% | 67.4%+19.6pp | 72.1%+14.9pp | 69.5%+17.5pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $762 | $1,787-57.3% | $2,303-66.9% | $2,440-68.8% |
| Participant deferral / active EE | $1,229 | $2,690-54.3% | $3,335-63.2% | $3,608-65.9% |
| Admin fee / account holder | $217 | $4,014-94.6% | $6,423-96.6% | $5,124-95.8% |