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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 | $2,939 | $97,125-97.0% | $86,233-96.6% | $137,256-97.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 18.38% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,201 | $5,180-76.8% | $4,559-73.6% | $6,407-81.2% |
| Admin fee / account holder | $222 | $9,725-97.7% | $8,342-97.3% | $12,270-98.2% |