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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 | $3,293 | $81,276-95.9% | $155,574-97.9% | $80,925-95.9% |
| Participation rate | 70.7% | 66.2%+4.4pp | 78.2%-7.5pp | 67.7%+3.0pp |
| Annual return | 16.39% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $954 | $3,453-72.4% | $5,629-83.0% | $4,299-77.8% |
| Admin fee / account holder | $177 | $7,993-97.8% | $15,914-98.9% | $6,940-97.4% |