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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 | $1,399 | $53,063-97.4% | $124,206-98.9% | $82,637-98.3% |
| Participation rate | 80.6% | 58.4%+22.1pp | 69.6%+11.0pp | 68.1%+12.5pp |
| Annual return | 29.06% | 68.87%-39.8pp | 515.27%-486.2pp | 53.51%-24.4pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $805 | $2,644-69.6% | $3,968-79.7% | $4,126-80.5% |
| Admin fee / account holder | $192 | $4,281-95.5% | $5,929-96.8% | $7,339-97.4% |