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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 | $4,246 | $110,801-96.2% | $86,868-95.1% | $167,518-97.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 0.00% | 117.00%-117.0pp | 63.53%-63.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,750 | $3,245-46.1% | $2,496-29.9% | $4,838-63.8% |
| Participant deferral / active EE | $2,368 | $4,547-47.9% | $3,699-36.0% | $6,342-62.7% |
| Admin fee / account holder | $5 | $8,417-99.9% | $5,829-99.9% | $12,312-100.0% |