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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 | $5,716 | $84,685-93.3% | $73,836-92.3% | $125,389-95.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.42% | 3123.80%-3125.2pp | 2268.06%-2269.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,061 | $3,123-66.0% | $2,787-61.9% | $4,866-78.2% |
| Participant deferral / active EE | $800 | $3,993-80.0% | $3,583-77.7% | $5,352-85.1% |
| Admin fee / account holder | $5 | $5,694-99.9% | $4,882-99.9% | $9,541-99.9% |