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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 | $14,295 | $102,385-86.0% | $147,080-90.3% | $80,935-82.3% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.2%+4.8pp | 67.7%+19.3pp |
| Annual return | 18.49% | 135.09%-116.6pp | 420.17%-401.7pp | 35.66%-17.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,518 | $6,651-2.0% | $8,066-19.2% | $4,299+51.6% |
| Admin fee / account holder | $223 | $7,951-97.2% | $12,989-98.3% | $6,924-96.8% |