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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 | $604 | $34,316-98.2% | $74,722-99.2% | $72,975-99.2% |
| Participation rate | 86.7% | 42.4%+44.3pp | 54.5%+32.2pp | 69.5%+17.2pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $262 | $692-62.2% | $1,084-75.9% | $2,440-89.3% |
| Participant deferral / active EE | $450 | $1,272-64.6% | $1,963-77.1% | $3,608-87.5% |
| Admin fee / account holder | $24 | $2,125-98.9% | $3,335-99.3% | $5,124-99.5% |