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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 | $5,644 | $61,125-90.8% | $94,057-94.0% | $87,485-93.5% |
| Participation rate | 84.6% | 64.1%+20.5pp | 73.3%+11.3pp | 68.9%+15.7pp |
| Annual return | 29.95% | 35.20%-5.2pp | 480.62%-450.7pp | 26.06%+3.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,523 | $3,260-22.6% | $4,709-46.4% | $4,274-41.0% |
| Admin fee / account holder | $236 | $5,629-95.8% | $7,244-96.7% | $7,775-97.0% |