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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 | $7,087 | $108,882-93.5% | $96,754-92.7% | $154,746-95.4% |
| Participation rate | 81.3% | 75.1%+6.2pp | 70.3%+11.0pp | 80.7%+0.5pp |
| Annual return | 23.60% | 98.39%-74.8pp | 82.04%-58.4pp | 172.34%-148.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,898 | $5,323-45.6% | $4,758-39.1% | $6,730-56.9% |
| Admin fee / account holder | $56 | $10,200-99.5% | $8,905-99.4% | $14,365-99.6% |