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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 | $1,899 | $38,365-95.1% | $84,628-97.8% | $65,185-97.1% |
| Participation rate | 79.7% | 55.7%+24.0pp | 68.2%+11.4pp | 70.2%+9.5pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.80%-258.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $504 | $1,258-59.9% | $2,653-81.0% | $2,177-76.8% |
| Participant deferral / active EE | $1,047 | $2,278-54.1% | $3,900-73.2% | $3,514-70.2% |
| Admin fee / account holder | $6 | $451-98.7% | $4,914-99.9% | $847-99.3% |