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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 | $3,422 | $110,039-96.9% | $97,260-96.5% | $145,884-97.7% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.2pp | 80.3%+1.5pp |
| Annual return | 16.33% | 244.44%-228.1pp | 75.54%-59.2pp | 551.85%-535.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,160 | $4,674-75.2% | $4,262-72.8% | $6,690-82.7% |
| Admin fee / account holder | $282 | $6,204-95.5% | $5,640-95.0% | $13,392-97.9% |