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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 | $12,702 | $85,766-85.2% | $136,298-90.7% | $70,126-81.9% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 14.63% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,227 | $5,051-36.1% | $6,247-48.3% | $3,332-3.1% |
| Admin fee / account holder | $189 | $5,421-96.5% | $9,244-98.0% | $4,645-95.9% |