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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 | $3,835 | $92,684-95.9% | $82,706-95.4% | $134,509-97.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,399 | $3,272-57.2% | $3,007-53.5% | $4,741-70.5% |
| Participant deferral / active EE | $2,127 | $4,800-55.7% | $4,394-51.6% | $6,400-66.8% |
| Admin fee / account holder | $7 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |