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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 | $1,796 | $149,040-98.8% | $120,225-98.5% | $137,256-98.7% |
| Participation rate | 70.0% | 75.4%-5.4pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 49.78% | 605.68%-555.9pp | 439.23%-389.4pp | 220.34%-170.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,031 | $4,655-77.8% | $3,999-74.2% | $6,407-83.9% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |