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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 | $2,625 | $76,551-96.6% | $123,894-97.9% | $62,881-95.8% |
| Participation rate | 86.2% | 73.0%+13.2pp | 81.4%+4.8pp | 69.3%+16.9pp |
| Annual return | 7051.16% | 18.68%+7032.5pp | 47.52%+7003.6pp | 20.14%+7031.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,933 | $4,840-39.4% | $5,984-51.0% | $3,203-8.4% |
| Admin fee / account holder | $53 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |