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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 | $835 | $29,716-97.2% | $56,077-98.5% | $80,925-99.0% |
| Participation rate | 73.5% | 41.7%+31.8pp | 52.5%+21.0pp | 67.7%+5.9pp |
| Annual return | 14.89% | 35.30%-20.4pp | 1709.28%-1694.4pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $297 | $1,228-75.8% | $1,954-84.8% | $4,299-93.1% |
| Admin fee / account holder | $150 | $2,432-93.8% | $2,825-94.7% | $6,940-97.8% |