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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 | $1,122 | $101,492-98.9% | - | $167,536-99.3% |
| Participation rate | 90.0% | 70.2%+19.8pp | - | 82.1%+7.9pp |
| Annual return | 0.00% | 15.60%-15.6pp | - | 478.82%-478.8pp |
| Employer contribution / active EE | $420 | $3,097-86.4% | - | $4,839-91.3% |
| Participant deferral / active EE | $712 | $4,671-84.8% | - | $6,342-88.8% |
| Admin fee / account holder | $40 | $3,211-98.8% | - | $12,315-99.7% |