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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 | $3,079 | $52,961-94.2% | $172,752-98.2% | $65,185-95.3% |
| Participation rate | 83.5% | 66.2%+17.3pp | 82.6%+0.8pp | 70.2%+13.3pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.97%-803.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $640 | $2,190-70.8% | $5,144-87.6% | $2,177-70.6% |
| Participant deferral / active EE | $1,409 | $2,471-43.0% | $5,198-72.9% | $3,514-59.9% |
| Admin fee / account holder | $61 | $472-87.1% | $13,955-99.6% | $847-92.8% |