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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 | $1,325 | $51,638-97.4% | $68,368-98.1% | $82,448-98.4% |
| Participation rate | 76.5% | 63.6%+12.9pp | 73.8%+2.7pp | 68.1%+8.4pp |
| Annual return | 27.43% | 37.53%-10.1pp | 292.57%-265.1pp | 41.64%-14.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $581 | $2,914-80.1% | $4,123-85.9% | $4,139-86.0% |
| Admin fee / account holder | $75 | $4,643-98.4% | $5,150-98.5% | $7,234-99.0% |