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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 | $1,144 | $29,736-96.2% | $56,033-98.0% | $80,935-98.6% |
| Participation rate | 79.2% | 41.7%+37.5pp | 52.5%+26.8pp | 67.7%+11.6pp |
| Annual return | 12.11% | 35.28%-23.2pp | 1711.38%-1699.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $525 | $1,228-57.3% | $1,954-73.1% | $4,299-87.8% |
| Admin fee / account holder | $234 | $2,434-90.4% | $2,827-91.7% | $6,924-96.6% |