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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 | $1,016 | $59,839-98.3% | $81,991-98.8% | $79,852-98.7% |
| Participation rate | 87.3% | 61.6%+25.7pp | 69.3%+18.1pp | 69.6%+17.7pp |
| Annual return | 11.93% | 17.56%-5.6pp | 41.31%-29.4pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $991 | $2,695-63.2% | $3,722-73.4% | $3,740-73.5% |
| Admin fee / account holder | $213 | $4,287-95.0% | $5,665-96.2% | $5,306-96.0% |