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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 | $2,410 | $77,908-96.9% | $149,696-98.4% | $75,173-96.8% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 21.62% | 31.73%-10.1pp | 134.46%-112.8pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $925 | $3,411-72.9% | $5,682-83.7% | $4,126-77.6% |
| Admin fee / account holder | $23 | $5,950-99.6% | $13,212-99.8% | $5,651-99.6% |