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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 | $587 | $27,936-97.9% | $58,561-99.0% | $75,173-99.2% |
| Participation rate | 74.6% | 38.8%+35.8pp | 50.9%+23.7pp | 67.2%+7.4pp |
| Annual return | 31.11% | 44.21%-13.1pp | 4251.33%-4220.2pp | 160.72%-129.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $283 | $1,202-76.5% | $1,923-85.3% | $4,126-93.1% |
| Admin fee / account holder | $35 | $1,727-98.0% | $2,520-98.6% | $5,651-99.4% |