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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 | $2,203 | $104,924-97.9% | $84,623-97.4% | $152,885-98.6% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $842 | $3,302-74.5% | $2,652-68.3% | $4,763-82.3% |
| Participant deferral / active EE | $937 | $4,689-80.0% | $3,899-76.0% | $5,851-84.0% |
| Admin fee / account holder | $21 | $6,242-99.7% | $4,913-99.6% | $11,598-99.8% |