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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 | $505 | $81,749-99.4% | $58,544-99.1% | $139,456-99.6% |
| Participation rate | 79.2% | 61.3%+17.8pp | 50.9%+28.3pp | 80.3%-1.2pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $220 | $1,398-84.3% | $1,053-79.1% | $4,753-95.4% |
| Participant deferral / active EE | $220 | $2,555-91.4% | $1,923-88.6% | $6,711-96.7% |
| Admin fee / account holder | $11 | $3,272-99.6% | $2,520-99.5% | $11,407-99.9% |