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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 | $11,836 | $102,385-88.4% | $147,080-92.0% | $80,935-85.4% |
| Participation rate | 83.5% | 75.9%+7.7pp | 82.2%+1.4pp | 67.7%+15.9pp |
| Annual return | 15.01% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,866 | $6,651-41.9% | $8,066-52.1% | $4,299-10.1% |
| Admin fee / account holder | $128 | $7,951-98.4% | $12,989-99.0% | $6,924-98.1% |