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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 | $3,892 | $176,077-97.8% | $159,455-97.6% | $167,518-97.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,241 | $5,298-76.6% | $4,830-74.3% | $4,838-74.4% |
| Participant deferral / active EE | $2,603 | $7,751-66.4% | $7,353-64.6% | $6,342-59.0% |
| Admin fee / account holder | $3 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |