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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 | $8,959 | $77,472-88.4% | $100,392-91.1% | $80,935-88.9% |
| Participation rate | 93.6% | 76.9%+16.7pp | 81.5%+12.1pp | 67.7%+26.0pp |
| Annual return | 18.11% | 37.26%-19.2pp | 49.45%-31.3pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,976 | $6,818-41.7% | $8,090-50.9% | $4,299-7.5% |
| Admin fee / account holder | $285 | $5,885-95.2% | $7,904-96.4% | $6,924-95.9% |