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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 | $747 | $110,248-99.3% | $95,728-99.2% | $139,456-99.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 75.22% | 27.16%+48.1pp | 28.40%+46.8pp | 373.45%-298.2pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $851 | $4,675-81.8% | $4,245-80.0% | $6,711-87.3% |
| Admin fee / account holder | $35 | $6,607-99.5% | $5,673-99.4% | $11,407-99.7% |