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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 | $2,444 | $104,694-97.7% | $85,709-97.1% | $167,536-98.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 22.12% | 21.45%+0.7pp | 21.49%+0.6pp | 478.82%-456.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,318 | $4,826-31.2% | $3,924-15.4% | $6,342-47.7% |
| Admin fee / account holder | $6 | $10,035-99.9% | $6,876-99.9% | $12,315-99.9% |