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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 | $5,045 | $106,974-95.3% | $90,796-94.4% | $138,895-96.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 29.33% | 20.10%+9.2pp | 19.29%+10.0pp | 145.39%-116.1pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,988 | $4,455-55.4% | $3,822-48.0% | $6,396-68.9% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |