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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 | $954 | $84,464-98.9% | $61,399-98.4% | $134,509-99.3% |
| Participation rate | 92.3% | 62.2%+30.1pp | 52.6%+39.7pp | 81.2%+11.1pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $309 | $1,545-80.0% | $1,159-73.3% | $4,741-93.5% |
| Participant deferral / active EE | $865 | $2,818-69.3% | $2,124-59.3% | $6,400-86.5% |
| Admin fee / account holder | $45 | $2,587-98.3% | $2,131-97.9% | $11,427-99.6% |