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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 | $12,759 | $101,302-87.4% | $149,600-91.5% | $82,637-84.6% |
| Participation rate | 84.4% | 72.5%+11.9pp | 77.2%+7.2pp | 68.1%+16.3pp |
| Annual return | 20.36% | 21.39%-1.0pp | 129.59%-109.2pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,725 | $5,589-51.2% | $7,203-62.2% | $4,126-34.0% |
| Admin fee / account holder | $257 | $8,449-97.0% | $13,963-98.2% | $7,339-96.5% |