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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 | $4,228 | $106,280-96.0% | $96,538-95.6% | $139,487-97.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.40% | 38.48%-25.1pp | 35.74%-22.3pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,214 | $4,107-46.1% | $3,740-40.8% | $4,755-53.4% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $252 | $7,888-96.8% | $6,737-96.3% | $11,407-97.8% |