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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 | $958 | $27,936-96.6% | $58,561-98.4% | $75,173-98.7% |
| Participation rate | 90.2% | 38.8%+51.4pp | 50.9%+39.4pp | 67.2%+23.0pp |
| Annual return | 30.97% | 44.21%-13.2pp | 4251.33%-4220.4pp | 160.72%-129.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $599 | $1,202-50.2% | $1,923-68.9% | $4,126-85.5% |
| Admin fee / account holder | $76 | $1,727-95.6% | $2,520-97.0% | $5,651-98.6% |