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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 | $5,278 | $102,609-94.9% | $98,090-94.6% | $138,895-96.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 28.02% | 36.44%-8.4pp | 37.05%-9.0pp | 145.39%-117.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,540 | $8,167-68.9% | $7,845-67.6% | $6,396-60.3% |
| Admin fee / account holder | $208 | $11,434-98.2% | $11,815-98.2% | $12,562-98.3% |