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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 | $578 | $76,519-99.2% | $56,025-99.0% | $145,897-99.6% |
| Participation rate | 95.0% | 63.2%+31.8pp | 52.5%+42.5pp | 80.3%+14.7pp |
| Annual return | 9.95% | 3017.03%-3007.1pp | 1712.69%-1702.7pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $404 | $2,624-84.6% | $1,955-79.3% | $6,689-94.0% |
| Admin fee / account holder | $118 | $3,331-96.4% | $2,828-95.8% | $13,390-99.1% |