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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 | $23,404 | $98,766-76.3% | $149,730-84.4% | $79,852-70.7% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 25.41% | 27.43%-2.0pp | 276.70%-251.3pp | 31.72%-6.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,009 | $5,681-47.0% | $6,843-56.0% | $3,740-19.6% |
| Admin fee / account holder | $95 | $6,052-98.4% | $9,310-99.0% | $5,306-98.2% |