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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 | $4,096 | $70,666-94.2% | $169,385-97.6% | $75,181-94.6% |
| Participation rate | 93.5% | 64.8%+28.8pp | 77.2%+16.4pp | 67.2%+26.4pp |
| Annual return | 24.03% | 36.37%-12.3pp | 405.82%-381.8pp | 160.69%-136.7pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,054 | $4,308-52.3% | $6,221-67.0% | $4,126-50.2% |
| Admin fee / account holder | $62 | $5,402-98.9% | $9,011-99.3% | $5,650-98.9% |