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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 | $844 | $29,319-97.1% | $52,425-98.4% | $82,448-99.0% |
| Participation rate | 87.3% | 46.9%+40.4pp | 55.6%+31.6pp | 68.1%+19.2pp |
| Annual return | 21.75% | 535.20%-513.4pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $498 | $1,171-57.5% | $1,790-72.2% | $4,139-88.0% |
| Admin fee / account holder | $23 | $1,962-98.8% | $2,495-99.1% | $7,234-99.7% |