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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 | $3,615 | $75,541-95.2% | $152,093-97.6% | $82,637-95.6% |
| Participation rate | 74.6% | 66.5%+8.1pp | 77.8%-3.2pp | 68.1%+6.5pp |
| Annual return | 53.63% | 32.56%+21.1pp | 66.36%-12.7pp | 53.51%+0.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,259 | $3,206-60.7% | $5,451-76.9% | $4,126-69.5% |
| Admin fee / account holder | $115 | $6,405-98.2% | $14,497-99.2% | $7,339-98.4% |