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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 | $613 | $29,670-97.9% | $56,054-98.9% | $80,911-99.2% |
| Participation rate | 72.7% | 41.7%+31.1pp | 52.5%+20.2pp | 67.6%+5.1pp |
| Annual return | 61.02% | 35.24%+25.8pp | 1705.95%-1644.9pp | 35.63%+25.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $436 | $1,227-64.4% | $1,952-77.6% | $4,297-89.8% |
| Admin fee / account holder | $116 | $2,431-95.2% | $2,822-95.9% | $6,935-98.3% |