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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 | $3,241 | $176,120-98.2% | $159,487-98.0% | $167,553-98.1% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,084 | $5,299-79.5% | $4,831-77.6% | $4,840-77.6% |
| Participant deferral / active EE | $2,940 | $7,752-62.1% | $7,354-60.0% | $6,343-53.6% |
| Admin fee / account holder | $242 | $12,561-98.1% | $10,804-97.8% | $12,316-98.0% |