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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 | $4,696 | $118,467-96.0% | $98,450-95.2% | $139,456-96.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 25.16% | 18.95%+6.2pp | 21.16%+4.0pp | 373.45%-348.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,400 | $5,393-55.5% | $4,739-49.4% | $6,711-64.2% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |