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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 | $1,165 | $27,924-95.8% | $58,544-98.0% | $75,181-98.5% |
| Participation rate | 89.3% | 38.8%+50.4pp | 50.9%+38.4pp | 67.2%+22.1pp |
| Annual return | 29.58% | 44.20%-14.6pp | 4249.56%-4220.0pp | 160.69%-131.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $701 | $1,202-41.7% | $1,923-63.5% | $4,126-83.0% |
| Admin fee / account holder | $95 | $1,726-94.5% | $2,520-96.2% | $5,650-98.3% |