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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 | $3,934 | $58,600-93.3% | $83,327-95.3% | $64,173-93.9% |
| Participation rate | 92.5% | 72.0%+20.5pp | 77.8%+14.8pp | 69.6%+23.0pp |
| Annual return | 43.55% | 9.66%+33.9pp | 10.64%+32.9pp | 7.63%+35.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,228 | $4,656-30.7% | $5,565-42.0% | $3,470-7.0% |
| Admin fee / account holder | $221 | $9,282-97.6% | $7,540-97.1% | $4,887-95.5% |