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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 | $1,153 | $81,749-98.6% | $58,544-98.0% | $139,456-99.2% |
| Participation rate | 86.4% | 61.3%+25.0pp | 50.9%+35.5pp | 80.3%+6.0pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $975 | $2,555-61.8% | $1,923-49.3% | $6,711-85.5% |
| Admin fee / account holder | $75 | $3,272-97.7% | $2,520-97.0% | $11,407-99.3% |