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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 | $2,860 | $69,274-95.9% | $64,097-95.5% | $139,487-97.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 37.63% | 46.00%-8.4pp | 33.75%+3.9pp | 373.84%-336.2pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,287 | $4,685-72.5% | $3,881-66.8% | $6,713-80.8% |
| Admin fee / account holder | $217 | $4,247-94.9% | $3,070-92.9% | $11,407-98.1% |