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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 | $11,570 | $64,359-82.0% | $90,161-87.2% | $70,126-83.5% |
| Participation rate | 89.3% | 70.4%+18.9pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 18.13% | 28.13%-10.0pp | 34.89%-16.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,994 | $4,389-54.6% | $5,287-62.3% | $3,332-40.2% |
| Admin fee / account holder | $3 | $3,945-99.9% | $5,943-100.0% | $4,645-99.9% |