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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 | $880 | $29,319-97.0% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 73.3% | 46.9%+26.5pp | 55.6%+17.7pp | 68.1%+5.3pp |
| Annual return | 22.30% | 535.20%-512.9pp | 302.12%-279.8pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $532 | $1,171-54.6% | $1,790-70.3% | $4,139-87.1% |
| Admin fee / account holder | $267 | $1,962-86.4% | $2,495-89.3% | $7,234-96.3% |