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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 | $6,364 | $78,690-91.9% | $161,489-96.1% | $87,485-92.7% |
| Participation rate | 86.7% | 67.5%+19.2pp | 78.7%+8.0pp | 68.9%+17.7pp |
| Annual return | 18.58% | 32.74%-14.2pp | 89.72%-71.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,034 | $3,311-68.8% | $5,630-81.6% | $4,274-75.8% |
| Admin fee / account holder | $273 | $6,724-95.9% | $16,006-98.3% | $7,775-96.5% |