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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 | $4,919 | $70,418-93.0% | $96,570-94.9% | $85,847-94.3% |
| Participation rate | 80.5% | 61.8%+18.7pp | 69.8%+10.7pp | 69.3%+11.2pp |
| Annual return | 21.63% | 18.59%+3.0pp | 37.79%-16.2pp | 318.61%-297.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,930 | $2,894-33.3% | $3,849-49.9% | $3,952-51.2% |
| Admin fee / account holder | $41 | $4,995-99.2% | $6,182-99.3% | $6,261-99.3% |