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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 | $723 | $36,948-98.0% | $73,658-99.0% | $87,485-99.2% |
| Participation rate | 80.0% | 46.8%+33.2pp | 57.0%+23.0pp | 68.9%+11.1pp |
| Annual return | 316.67% | 28.64%+288.0pp | 29.72%+286.9pp | 26.06%+290.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $710 | $1,379-48.5% | $2,062-65.6% | $4,274-83.4% |
| Admin fee / account holder | $131 | $2,531-94.8% | $3,357-96.1% | $7,775-98.3% |