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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 | $3,445 | $76,407-95.5% | $150,298-97.7% | $82,448-95.8% |
| Participation rate | 82.8% | 66.4%+16.4pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 26.64% | 39.99%-13.4pp | 62.79%-36.1pp | 41.64%-15.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,053 | $3,214-67.2% | $5,453-80.7% | $4,139-74.6% |
| Admin fee / account holder | $255 | $6,352-96.0% | $14,116-98.2% | $7,234-96.5% |