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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 | $5,921 | $112,729-94.7% | $98,716-94.0% | $137,256-95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.08% | 38.48%-15.4pp | 31.81%-8.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,062 | $4,640-55.6% | $4,048-49.0% | $6,407-67.8% |
| Admin fee / account holder | $207 | $10,129-98.0% | $8,703-97.6% | $12,270-98.3% |