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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 | $461 | $67,823-99.3% | $52,425-99.1% | $137,256-99.7% |
| Participation rate | 93.8% | 63.9%+29.8pp | 55.6%+38.1pp | 80.0%+13.8pp |
| Annual return | 14.77% | 219.11%-204.3pp | 302.12%-287.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $436 | $2,288-80.9% | $1,790-75.7% | $6,407-93.2% |
| Admin fee / account holder | $171 | $2,844-94.0% | $2,495-93.2% | $12,270-98.6% |