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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 | $1,909 | $96,643-98.0% | $86,617-97.8% | $139,456-98.6% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $460 | $3,264-85.9% | $3,023-84.8% | $4,753-90.3% |
| Participant deferral / active EE | $1,188 | $4,835-75.4% | $4,437-73.2% | $6,711-82.3% |
| Admin fee / account holder | $46 | $6,406-99.3% | $5,613-99.2% | $11,407-99.6% |