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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 | $2,858 | $58,311-95.1% | $81,882-96.5% | $80,959-96.5% |
| Participation rate | 76.3% | 63.5%+12.8pp | 72.4%+3.9pp | 67.7%+8.6pp |
| Annual return | 12.78% | 41.85%-29.1pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,049 | $3,287-68.1% | $4,323-75.7% | $4,300-75.6% |
| Admin fee / account holder | $51 | $4,752-98.9% | $7,360-99.3% | $6,925-99.3% |