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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 | $3,605 | $106,551-96.6% | $91,225-96.0% | $134,532-97.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $823 | $3,331-75.3% | $2,851-71.1% | $4,741-82.6% |
| Participant deferral / active EE | $2,884 | $4,718-38.9% | $4,233-31.9% | $6,401-54.9% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |