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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 | $29,716-95.6% | $56,077-97.7% | $80,925-98.4% |
| Participation rate | 91.7% | 41.7%+50.0pp | 52.5%+39.2pp | 67.7%+24.0pp |
| Annual return | 14.24% | 35.30%-21.1pp | 1709.28%-1695.0pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $966 | $1,228-21.4% | $1,954-50.6% | $4,299-77.5% |
| Admin fee / account holder | $197 | $2,432-91.9% | $2,825-93.0% | $6,940-97.2% |