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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 | $685 | $27,924-97.5% | $58,544-98.8% | $75,181-99.1% |
| Participation rate | 80.0% | 38.8%+41.2pp | 50.9%+29.1pp | 67.2%+12.8pp |
| Annual return | 59.53% | 44.20%+15.3pp | 4249.56%-4190.0pp | 160.69%-101.2pp |
| Employer contribution / active EE | $208 | $669-68.9% | $1,053-80.2% | $2,671-92.2% |
| Participant deferral / active EE | $212 | $1,202-82.4% | $1,923-89.0% | $4,126-94.9% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |