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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 | $1,411 | $51,606-97.3% | $129,339-98.9% | $80,911-98.3% |
| Participation rate | 78.4% | 57.0%+21.4pp | 69.6%+8.7pp | 67.6%+10.7pp |
| Annual return | 17.19% | 20.76%-3.6pp | 9437.05%-9419.9pp | 35.63%-18.4pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $865 | $2,669-67.6% | $4,170-79.2% | $4,297-79.9% |
| Admin fee / account holder | $180 | $4,310-95.8% | $7,668-97.6% | $6,935-97.4% |