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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 | $5,870 | $102,663-94.3% | $86,216-93.2% | $139,466-95.8% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,247 | $3,035-58.9% | $2,382-47.6% | $4,754-73.8% |
| Participant deferral / active EE | $4,592 | $4,677-1.8% | $3,986+15.2% | $6,712-31.6% |
| Admin fee / account holder | $84 | $8,663-99.0% | $6,853-98.8% | $11,409-99.3% |