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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 | $779 | $29,319-97.3% | $52,425-98.5% | $82,448-99.1% |
| Participation rate | 88.6% | 46.9%+41.8pp | 55.6%+33.0pp | 68.1%+20.6pp |
| Annual return | 19.42% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $322 | $1,171-72.5% | $1,790-82.0% | $4,139-92.2% |
| Admin fee / account holder | $145 | $1,962-92.6% | $2,495-94.2% | $7,234-98.0% |