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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 | $8,655 | $124,330-93.0% | $109,173-92.1% | $167,536-94.8% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 20.28% | 26.04%-5.8pp | 25.75%-5.5pp | 478.82%-458.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,340 | $5,256-55.5% | $4,654-49.7% | $6,342-63.1% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |