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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 | $7,308 | $49,896-85.4% | $80,627-90.9% | $75,173-90.3% |
| Participation rate | 77.4% | 55.3%+22.1pp | 67.0%+10.4pp | 67.2%+10.2pp |
| Annual return | 28.15% | 34.67%-6.5pp | 936.76%-908.6pp | 160.72%-132.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,002 | $2,992+0.3% | $4,443-32.4% | $4,126-27.2% |
| Admin fee / account holder | $282 | $3,578-92.1% | $5,381-94.8% | $5,651-95.0% |