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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 | $5,550 | $78,015-92.9% | $178,505-96.9% | $80,959-93.1% |
| Participation rate | 93.3% | 65.7%+27.7pp | 77.1%+16.2pp | 67.7%+25.7pp |
| Annual return | 13.66% | 18.10%-4.4pp | 27.16%-13.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,213 | $4,406-49.8% | $6,280-64.8% | $4,300-48.5% |
| Admin fee / account holder | $31 | $7,160-99.6% | $10,428-99.7% | $6,925-99.5% |