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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 | $75,541-95.4% | $152,093-97.7% | $82,637-95.8% |
| Participation rate | 82.8% | 66.5%+16.2pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 26.64% | 32.56%-5.9pp | 66.36%-39.7pp | 53.51%-26.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,053 | $3,206-67.1% | $5,451-80.7% | $4,126-74.5% |
| Admin fee / account holder | $255 | $6,405-96.0% | $14,497-98.2% | $7,339-96.5% |