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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 | $1,164 | $76,522-98.5% | $56,033-97.9% | $145,884-99.2% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 11.21% | 3014.28%-3003.1pp | 1711.38%-1700.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $329 | $2,624-87.5% | $1,954-83.2% | $6,690-95.1% |
| Admin fee / account holder | $14 | $3,328-99.6% | $2,827-99.5% | $13,392-99.9% |