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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 | $2,621 | $47,848-94.5% | $81,473-96.8% | $70,124-96.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 94.17% | 27.25%+66.9pp | 38.78%+55.4pp | 73.14%+21.0pp |
| Employer contribution / active EE | $244 | $1,527-84.0% | $2,568-90.5% | $2,342-89.6% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $3,145-99.9% | $4,561-99.9% | $4,645-99.9% |