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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 | $8,836 | $81,208-89.1% | $98,920-91.1% | $79,856-88.9% |
| Participation rate | 71.4% | 72.5%-1.1pp | 76.0%-4.6pp | 69.6%+1.8pp |
| Annual return | 28.83% | 60.99%-32.2pp | 196.47%-167.6pp | 31.71%-2.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,532 | $3,265-22.5% | $4,245-40.4% | $3,741-32.3% |
| Admin fee / account holder | $216 | $6,013-96.4% | $6,643-96.8% | $5,306-95.9% |