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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 | $8,533 | $96,236-91.1% | $133,698-93.6% | $80,959-89.5% |
| Participation rate | 86.2% | 71.2%+15.0pp | 76.4%+9.8pp | 67.7%+18.5pp |
| Annual return | 14.17% | 28.74%-14.6pp | 580.90%-566.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,100 | $5,709-45.7% | $7,016-55.8% | $4,300-27.9% |
| Admin fee / account holder | $188 | $8,250-97.7% | $6,703-97.2% | $6,925-97.3% |