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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 | $2,886 | $45,041-93.6% | $63,003-95.4% | $70,131-95.9% |
| Participation rate | 77.1% | 69.5%+7.6pp | 74.8%+2.3pp | 69.5%+7.5pp |
| Annual return | 16.33% | 18.76%-2.4pp | 87.59%-71.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $941 | $2,465-61.8% | $3,329-71.7% | $3,332-71.8% |
| Admin fee / account holder | $142 | $2,836-95.0% | $3,600-96.1% | $4,645-97.0% |