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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 | $100,970-94.8% | $96,576-94.5% | $137,256-96.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 28.02% | 38.16%-10.1pp | 38.47%-10.4pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,540 | $8,286-69.3% | $7,956-68.1% | $6,407-60.4% |
| Admin fee / account holder | $208 | $11,312-98.2% | $11,381-98.2% | $12,270-98.3% |