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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 | $1,241 | $49,896-97.5% | $80,627-98.5% | $75,173-98.3% |
| Participation rate | 81.1% | 55.3%+25.8pp | 67.0%+14.1pp | 67.2%+13.9pp |
| Annual return | 20.07% | 34.67%-14.6pp | 936.76%-916.7pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,047 | $2,992-65.0% | $4,443-76.4% | $4,126-74.6% |
| Admin fee / account holder | $197 | $3,578-94.5% | $5,381-96.3% | $5,651-96.5% |