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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 | $6,893 | $72,272-90.5% | $101,264-93.2% | $79,858-91.4% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.8%+10.9pp | 69.6%+17.0pp |
| Annual return | 11.04% | 22.30%-11.3pp | 46.48%-35.4pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,875 | $3,282-42.9% | $4,370-57.1% | $3,740-49.9% |
| Admin fee / account holder | $22 | $4,401-99.5% | $5,947-99.6% | $5,306-99.6% |