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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 | $804 | $43,730-98.2% | $66,674-98.8% | $64,097-98.7% |
| Participation rate | 91.1% | 50.7%+40.3pp | 73.7%+17.4pp | 55.2%+35.9pp |
| Annual return | 21.32% | 53.62%-32.3pp | 321.24%-299.9pp | 34.64%-13.3pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $535 | $2,122-74.8% | $4,084-86.9% | $3,080-82.6% |
| Admin fee / account holder | $208 | $2,708-92.3% | $5,098-95.9% | $3,454-94.0% |