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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 | $2,817 | $92,766-97.0% | $82,763-96.6% | $134,545-97.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,803 | $3,273-44.9% | $3,008-40.1% | $4,742-62.0% |
| Participant deferral / active EE | $2,198 | $4,802-54.2% | $4,395-50.0% | $6,401-65.7% |
| Admin fee / account holder | $102 | $5,978-98.3% | $5,325-98.1% | $11,431-99.1% |