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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 | $58,234-97.9% | $81,783-98.5% | $80,874-98.5% |
| Participation rate | 79.4% | 63.4%+16.0pp | 72.4%+7.1pp | 67.6%+11.8pp |
| Annual return | 32.39% | 41.70%-9.3pp | 775.05%-742.7pp | 35.62%-3.2pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $980 | $3,283-70.1% | $4,320-77.3% | $4,297-77.2% |
| Admin fee / account holder | $159 | $4,982-96.8% | $7,380-97.8% | $6,935-97.7% |