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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 | $3,839 | $91,559-95.8% | $133,978-97.1% | $79,856-95.2% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 37.79% | 61.85%-24.1pp | 45.10%-7.3pp | 31.71%+6.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,368 | $3,734-36.6% | $5,047-53.1% | $3,741-36.7% |
| Admin fee / account holder | $111 | $6,321-98.2% | $8,930-98.8% | $5,306-97.9% |