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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 | $797 | $185,225-99.6% | $142,898-99.4% | $167,536-99.5% |
| Participation rate | 83.3% | 78.5%+4.9pp | 72.0%+11.4pp | 82.1%+1.2pp |
| Annual return | 63.81% | 8558.12%-8494.3pp | 5639.64%-5575.8pp | 478.82%-415.0pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $365 | $4,496-91.9% | $3,838-90.5% | $6,342-94.2% |
| Admin fee / account holder | $90 | $8,032-98.9% | $6,560-98.6% | $12,315-99.3% |