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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 | $2,136 | $53,063-96.0% | $124,206-98.3% | $82,637-97.4% |
| Participation rate | 85.4% | 58.4%+27.0pp | 69.6%+15.8pp | 68.1%+17.4pp |
| Annual return | 15.89% | 68.87%-53.0pp | 515.27%-499.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $719 | $2,644-72.8% | $3,968-81.9% | $4,126-82.6% |
| Admin fee / account holder | $233 | $4,281-94.5% | $5,929-96.1% | $7,339-96.8% |