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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 | $4,045 | $110,379-96.3% | $102,412-96.0% | $145,884-97.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 22.21% | 24.84%-2.6pp | 24.94%-2.7pp | 551.85%-529.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,023 | $5,622-46.2% | $5,060-40.3% | $6,690-54.8% |
| Admin fee / account holder | $23 | $9,745-99.8% | $8,388-99.7% | $13,392-99.8% |