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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 | $3,598 | $110,303-96.7% | $95,759-96.2% | $139,487-97.4% |
| Participation rate | 70.6% | 75.7%-5.2pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 40.51% | 27.19%+13.3pp | 28.42%+12.1pp | 373.84%-333.3pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,752 | $4,674-62.5% | $4,244-58.7% | $6,713-73.9% |
| Admin fee / account holder | $24 | $6,615-99.6% | $5,678-99.6% | $11,407-99.8% |