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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 | $4,556 | $99,994-95.4% | $146,643-96.9% | $85,847-94.7% |
| Participation rate | 90.6% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.3pp |
| Annual return | 20.87% | 18.93%+1.9pp | 22.75%-1.9pp | 318.61%-297.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,268 | $4,006-43.4% | $5,506-58.8% | $3,952-42.6% |
| Admin fee / account holder | $177 | $7,703-97.7% | $10,280-98.3% | $6,261-97.2% |