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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 | $6,665 | $80,992-91.8% | $96,534-93.1% | $75,173-91.1% |
| Participation rate | 83.3% | 71.8%+11.5pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 20.73% | 27.05%-6.3pp | 25.88%-5.2pp | 160.72%-140.0pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,845 | $3,929-27.6% | $4,851-41.4% | $4,126-31.1% |
| Admin fee / account holder | $277 | $6,717-95.9% | $8,253-96.6% | $5,651-95.1% |