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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 | $7,521 | $112,729-93.3% | $98,716-92.4% | $137,256-94.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.22% | 38.48%-18.3pp | 31.81%-11.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,929 | $4,640-58.4% | $4,048-52.3% | $6,407-69.9% |
| Admin fee / account holder | $26 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |