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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 | $862 | $55,713-98.5% | $75,901-98.9% | $72,975-98.8% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.3%+5.7pp | 69.5%+5.5pp |
| Annual return | 387.08% | 27.60%+359.5pp | 30.76%+356.3pp | 81.01%+306.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,074 | $2,634-59.2% | $3,603-70.2% | $3,608-70.2% |
| Admin fee / account holder | $107 | $3,980-97.3% | $5,420-98.0% | $5,124-97.9% |