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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 | $1,309 | $29,733-95.6% | $56,025-97.7% | $80,959-98.4% |
| Participation rate | 91.7% | 41.7%+49.9pp | 52.5%+39.2pp | 67.7%+24.0pp |
| Annual return | 14.24% | 35.28%-21.0pp | 1712.69%-1698.4pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $966 | $1,229-21.4% | $1,955-50.6% | $4,300-77.5% |
| Admin fee / account holder | $197 | $2,434-91.9% | $2,828-93.0% | $6,925-97.2% |