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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 | $3,545 | $61,125-94.2% | $94,057-96.2% | $87,485-95.9% |
| Participation rate | 81.8% | 64.1%+17.8pp | 73.3%+8.5pp | 68.9%+12.9pp |
| Annual return | 15.90% | 35.20%-19.3pp | 480.62%-464.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $828 | $3,260-74.6% | $4,709-82.4% | $4,274-80.6% |
| Admin fee / account holder | $186 | $5,629-96.7% | $7,244-97.4% | $7,775-97.6% |