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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 | $752 | $27,924-97.3% | $58,544-98.7% | $75,181-99.0% |
| Participation rate | 88.9% | 38.8%+50.0pp | 50.9%+38.0pp | 67.2%+21.7pp |
| Annual return | 20.05% | 44.20%-24.2pp | 4249.56%-4229.5pp | 160.69%-140.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $563 | $1,202-53.2% | $1,923-70.7% | $4,126-86.4% |
| Admin fee / account holder | $135 | $1,726-92.2% | $2,520-94.7% | $5,650-97.6% |