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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 | $622 | $29,319-97.9% | $52,425-98.8% | $82,448-99.2% |
| Participation rate | 79.3% | 46.9%+32.4pp | 55.6%+23.6pp | 68.1%+11.2pp |
| Annual return | 24.83% | 535.20%-510.4pp | 302.12%-277.3pp | 41.64%-16.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $264 | $1,171-77.4% | $1,790-85.2% | $4,139-93.6% |
| Admin fee / account holder | $55 | $1,962-97.2% | $2,495-97.8% | $7,234-99.2% |