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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 | $185,199-99.6% | $142,874-99.4% | $167,518-99.5% |
| Participation rate | 83.3% | 78.5%+4.9pp | 72.0%+11.4pp | 82.1%+1.2pp |
| Annual return | 63.81% | 8556.90%-8493.1pp | 5638.58%-5574.8pp | 478.71%-414.9pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $365 | $4,495-91.9% | $3,838-90.5% | $6,342-94.2% |
| Admin fee / account holder | $90 | $8,031-98.9% | $6,561-98.6% | $12,312-99.3% |