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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 | $2,488 | $81,276-96.9% | $155,574-98.4% | $80,925-96.9% |
| Participation rate | 74.1% | 66.2%+7.8pp | 78.2%-4.1pp | 67.7%+6.4pp |
| Annual return | 17.99% | 33.36%-15.4pp | 64.87%-46.9pp | 35.65%-17.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,052 | $3,453-69.5% | $5,629-81.3% | $4,299-75.5% |
| Admin fee / account holder | $154 | $7,993-98.1% | $15,914-99.0% | $6,940-97.8% |