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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 | $7,391 | $63,365-88.3% | $91,994-92.0% | $72,975-89.9% |
| Participation rate | 89.4% | 72.5%+16.9pp | 78.6%+10.8pp | 69.5%+19.9pp |
| Annual return | 47.65% | 35.35%+12.3pp | 69.04%-21.4pp | 81.01%-33.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,230 | $4,883-33.9% | $5,924-45.5% | $3,608-10.5% |
| Admin fee / account holder | $113 | $4,670-97.6% | $7,744-98.5% | $5,124-97.8% |