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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 | $1,266 | $27,924-95.5% | $58,534-97.8% | $75,173-98.3% |
| Participation rate | 91.2% | 38.8%+52.3pp | 50.9%+40.3pp | 67.2%+24.0pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4248.32%-4248.3pp | 160.65%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,054-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,323 | $1,202+10.1% | $1,924-31.2% | $4,126-67.9% |
| Admin fee / account holder | $61 | $1,726-96.5% | $2,519-97.6% | $5,651-98.9% |