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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 | $3,520 | $106,247-96.7% | $96,515-96.4% | $139,466-97.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 17.44% | 38.47%-21.0pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,504 | $5,456-72.4% | $4,880-69.2% | $6,712-77.6% |
| Admin fee / account holder | $210 | $7,885-97.3% | $6,735-96.9% | $11,409-98.2% |