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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 | $1,844 | $81,331-97.7% | $155,534-98.8% | $80,935-97.7% |
| Participation rate | 81.5% | 66.3%+15.2pp | 78.2%+3.3pp | 67.7%+13.8pp |
| Annual return | 26.55% | 33.37%-6.8pp | 64.92%-38.4pp | 35.66%-9.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,006 | $3,454-70.9% | $5,630-82.1% | $4,299-76.6% |
| Admin fee / account holder | $281 | $7,999-96.5% | $15,900-98.2% | $6,924-95.9% |