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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 | $3,909 | $58,714-93.3% | $142,874-97.3% | $85,856-95.4% |
| Participation rate | 91.8% | 58.5%+33.3pp | 72.0%+19.8pp | 69.3%+22.5pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5638.58%-5638.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $476 | $1,423-66.6% | $4,145-88.5% | $2,565-81.5% |
| Participant deferral / active EE | $2,180 | $2,608-16.4% | $3,838-43.2% | $3,952-44.8% |
| Admin fee / account holder | $157 | $4,241-96.3% | $6,561-97.6% | $6,261-97.5% |