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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 | $8,610 | $112,729-92.4% | $98,716-91.3% | $137,256-93.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 19.79% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,763 | $4,640-40.5% | $4,048-31.7% | $6,407-56.9% |
| Admin fee / account holder | $64 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |