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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 | $4,379 | $81,358-94.6% | $155,556-97.2% | $80,959-94.6% |
| Participation rate | 84.5% | 66.3%+18.2pp | 78.2%+6.3pp | 67.7%+16.8pp |
| Annual return | 22.21% | 33.39%-11.2pp | 64.84%-42.6pp | 35.67%-13.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,927 | $3,455-15.3% | $5,631-48.0% | $4,300-31.9% |
| Admin fee / account holder | $232 | $7,994-97.1% | $15,885-98.5% | $6,925-96.7% |