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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 | $29,670-95.6% | $56,054-97.7% | $80,911-98.4% |
| Participation rate | 91.7% | 41.7%+50.0pp | 52.5%+39.2pp | 67.6%+24.0pp |
| Annual return | 14.24% | 35.24%-21.0pp | 1705.95%-1691.7pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $966 | $1,227-21.2% | $1,952-50.5% | $4,297-77.5% |
| Admin fee / account holder | $197 | $2,431-91.9% | $2,822-93.0% | $6,935-97.2% |