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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 | $3,885 | $110,278-96.5% | $95,740-95.9% | $139,466-97.2% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 24.20% | 27.19%-3.0pp | 28.41%-4.2pp | 373.66%-349.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,192 | $4,674-74.5% | $4,244-71.9% | $6,712-82.2% |
| Admin fee / account holder | $38 | $6,613-99.4% | $5,676-99.3% | $11,409-99.7% |