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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 | $1,204 | $58,311-97.9% | $81,882-98.5% | $80,959-98.5% |
| Participation rate | 79.4% | 63.5%+15.9pp | 72.4%+7.0pp | 67.7%+11.7pp |
| Annual return | 32.39% | 41.85%-9.5pp | 779.47%-747.1pp | 35.67%-3.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $980 | $3,287-70.2% | $4,323-77.3% | $4,300-77.2% |
| Admin fee / account holder | $159 | $4,752-96.6% | $7,360-97.8% | $6,925-97.7% |