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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 | $8,615 | $81,504-89.4% | $102,437-91.6% | $80,959-89.4% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 13.61% | 25.60%-12.0pp | 24.95%-11.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,641 | $3,871-5.9% | $5,060-28.0% | $4,300-15.3% |
| Admin fee / account holder | $72 | $6,719-98.9% | $8,388-99.1% | $6,925-99.0% |