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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 | $7,587 | $102,422-92.6% | $147,117-94.8% | $80,959-90.6% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 17.79% | 135.16%-117.4pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,657 | $6,652-60.1% | $8,065-67.1% | $4,300-38.2% |
| Admin fee / account holder | $16 | $7,953-99.8% | $12,993-99.9% | $6,925-99.8% |